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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$21M +$1.33M +37,303 +7%
Cerity Partners
27
Cerity Partners
New York
$19.9M -$659K -18,477 -3%
Creative Planning
28
Creative Planning
Kansas
$18.5M +$1.65M +46,231 +11%
FM
29
Foster & Motley
Ohio
$17.9M -$68.8K -1,929 -0.4%
MCM
30
MAI Capital Management
Ohio
$17.4M +$925K +25,949 +6%
BIA
31
Bell Investment Advisors
California
$16.8M -$170K -4,761 -1%
CST
32
Charles Schwab Trust
Nevada
$16.4M +$237K +6,659 +2%
Goldman Sachs
33
Goldman Sachs
New York
$16.1M +$8.59M +240,821 +131%
CFO
34
Collective Family Office
Pennsylvania
$14.9M +$575K +16,116 +4%
LPL Financial
35
LPL Financial
California
$14M -$3.66M -102,551 -22%
GFG
36
Goldstone Financial Group
Illinois
$13.7M -$2.97M -83,149 -19%
EWA
37
EP Wealth Advisors
California
$13.6M +$11M +308,305 +644%
GWM
38
GSB Wealth Management
Connecticut
$12.7M +$147K +4,114 +1%
SS
39
Sound Stewardship
Kansas
$12.2M +$299K +8,388 +3%
JBA
40
Johnson Bixby & Associates
Washington
$11.7M +$308K +8,645 +3%
WA
41
Waverly Advisors
Alabama
$11.4M +$272K +7,624 +3%
AFA
42
Arlington Financial Advisors
California
$10.7M -$97.1K -2,723 -1%
GVAG
43
Great Valley Advisor Group
Delaware
$10.6M -$200K -5,620 -2%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$6.76M -189,477 -41%
AI
45
Accredited Investors
Minnesota
$10.1M -$609K -17,081 -6%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.07M +$656K +18,398 +8%
SPA
47
Shore Point Advisors
New Jersey
$8.77M +$1M +28,164 +8%
NRI
48
NFP Retirement Inc
California
$8.38M -$55.5K -1,556 -0.7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$8.21M +$574K +16,093 +8%
PPW
50
Pasadena Private Wealth
California
$8.08M +$33.6K +943 +0.4%