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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Tiedemann Advisors
New York
$2.87M -$380K -20,736 -12%
MAG
27
Mokosak Advisory Group
Iowa
$2.81M -$69.6K -3,794 -2%
Morgan Stanley
28
Morgan Stanley
New York
$2.69M +$2.37M +129,256 +854%
FWM
29
Frontier Wealth Management
Missouri
$2.48M -$289K -15,778 -11%
FSWA
30
Financial Synergies Wealth Advisors
Texas
$2.45M +$2.41M +131,362 New
RWM
31
Reston Wealth Management
Virginia
$2.42M -$38.2K -2,084 -2%
Bank of America
32
Bank of America
North Carolina
$2.18M +$73.5K +4,004 +4%
HWA
33
HHM Wealth Advisors
Tennessee
$1.49M -$166K -9,060 -10%
VNA
34
Valley National Advisers
Pennsylvania
$1.43M +$1.91K +104 +0.1%
Mariner
35
Mariner
Kansas
$1.41M -$8.44K -460 -0.6%
PWSG
36
Pacific Wealth Strategies Group
California
$1.41M -$4.73K -258 -0.3%
HFS
37
Howard Financial Services
Texas
$1.39M -$217K -11,812 -14%
AEPG
38
American Economic Planning Group
New Jersey
$1.37M +$49.1K +2,674 +4%
HFA
39
Huber Financial Advisors
Illinois
$1.19M +$151K +8,234 +15%
Creative Planning
40
Creative Planning
Kansas
$1.11M +$143K +7,802 +15%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.06M +$381K +20,774 +57%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.05M +$350K +19,094 +51%
KLI
43
Kelman-Lazarov Inc
Tennessee
$1.03M +$46.3K +2,526 +5%
FNC
44
First National Corp
Massachusetts
$1.02M +$115K +6,288 +13%
CA
45
Cambridge Advisors
Nebraska
$955K -$77.6K -4,228 -8%
CC
46
Callan Capital
California
$955K +$255K +13,878 +37%
LA
47
LVW Advisors
New York
$934K +$301K +16,394 +49%
EFS
48
Econ Financial Services
Pennsylvania
$924K -$708K -38,580 -44%
CW
49
CreativeOne Wealth
Kansas
$920K -$3.37M -183,488 -79%
PP
50
PrairieView Partners
Minnesota
$918K +$155K +8,430 +21%