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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
376
Adirondack Trust Company
New York
$34K +$6.86K +220 +26%
HNW
377
High Note Wealth
Minnesota
$33.7K +$33.3K +1,068 New
BCWM
378
Bartlett & Co Wealth Management
Ohio
$30.6K -$5.74K -184 -16%
SAM
379
Smartleaf Asset Management
Massachusetts
$30.6K +$20.4K +654 +214%
CH
380
CDKV Holdings
Colorado
$29K +$28.7K +919 New
NA
381
NewEdge Advisors
Louisiana
$28.6K -$145K -4,650 -84%
ME
382
McIlrath & Eck
Washington
$27.8K +$5.27K +169 +24%
OCM
383
Osbon Capital Management
Massachusetts
$27.7K +$27.4K +879 New
Russell Investments Group
384
Russell Investments Group
United Kingdom
$26.6K +$12.8K +410 +94%
HPIA
385
Hamilton Point Investment Advisors
North Carolina
$26.5K – – –
PFM
386
Phillips Financial Management
Indiana
$26.4K +$26.1K +837 New
PS
387
Pinney & Scofield
Massachusetts
$24.2K +$94 +3 +0.4%
UBS AM
388
UBS AM
Illinois
$23.7K +$23.4K +752 New
KBFS
389
Kohmann Bosshard Financial Services
Ohio
$22.7K +$22.4K +719 New
BWA
390
Basecamp Wealth Advisors
Washington
$22.4K +$22.1K +710 New
LWM
391
Lodestone Wealth Management
Washington
$19.5K +$19.3K +618 New
CA
392
Crewe Advisors
Utah
$19.3K – – –
SGK
393
Steigerwald Gordon & Koch
Virginia
$19.3K -$2.31K -74 -11%
DF
394
Dunhill Financial
United Kingdom
$18.8K – – –
KFI
395
Key Financial Inc
Pennsylvania
$18.5K – – –
SIC
396
SJS Investment Consulting
Ohio
$18.3K – – –
IFS
397
Intelligent Financial Strategies
Minnesota
$18.3K – – –
PPL
398
Planning Project LLC
Texas
$17.7K +$17.5K +562 New
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$17.6K – – –
IAS
400
IMA Advisory Services
Colorado
$17.1K – – –