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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
26
Texas Yale Capital Corp
Florida
$3.18M
FSWA
27
Financial Synergies Wealth Advisors
Texas
$3.07M +$171K +9,162 +6%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$2.99M +$80.5K +4,308 +3%
MAG
29
Mokosak Advisory Group
Iowa
$2.8M -$35.5K -1,898 -1%
CST
30
Charles Schwab Trust
Nevada
$2.71M +$2.73M +145,958 New
LA
31
LVW Advisors
New York
$2.35M +$1.24M +66,388 +115%
TA
32
Tiedemann Advisors
New York
$2.33M -$261K -13,960 -10%
FWM
33
Frontier Wealth Management
Missouri
$2.31M -$139K -7,412 -6%
AEPG
34
American Economic Planning Group
New Jersey
$2.16M +$714K +38,194 +50%
Bank of America
35
Bank of America
North Carolina
$1.95M -$326K -17,454 -14%
PP
36
PrairieView Partners
Minnesota
$1.8M +$807K +43,142 +82%
WA
37
Waddell & Associates
Tennessee
$1.76M -$26.2K -1,400 -1%
SA
38
Strategic Advisors
New York
$1.65M -$2.3M -123,178 -58%
HFA
39
Huber Financial Advisors
Illinois
$1.63M +$254K +13,566 +19%
PWSG
40
Pacific Wealth Strategies Group
California
$1.54M +$97.9K +5,236 +7%
RWM
41
Reston Wealth Management
Virginia
$1.53M -$874K -46,770 -37%
HWA
42
HHM Wealth Advisors
Tennessee
$1.46M -$45.2K -2,420 -3%
LNC
43
Lincoln National Corp
Pennsylvania
$1.41M +$1.4M +74,816 New
VNA
44
Valley National Advisers
Pennsylvania
$1.4M -$32.9K -1,762 -2%
HFS
45
Howard Financial Services
Texas
$1.39M +$2.77K +148 +0.2%
Mariner
46
Mariner
Kansas
$1.32M -$543K -29,022 -29%
Creative Planning
47
Creative Planning
Kansas
$1.22M +$14.7K +784 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.2M +$513K +27,460 +76%
KLI
49
Kelman-Lazarov Inc
Tennessee
$1.11M +$40.5K +2,168 +4%
CC
50
Callan Capital
California
$1.09M +$34.9K +1,868 +3%