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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$4.38M +$149K +5,592 +4%
OWM
27
Opes Wealth Management
California
$4.29M +$70.5K +2,650 +2%
GW
28
GW & Wade
Massachusetts
$4.07M +$3.98M +149,460 New
RC
29
RegentAtlantic Capital
New Jersey
$3.91M -$595K -22,362 -13%
UBS Group
30
UBS Group
Switzerland
$3.78M +$140K +5,268 +4%
TYCC
31
Texas Yale Capital Corp
Florida
$3.57M
YAL
32
Your Advocates Ltd
Texas
$3.46M -$1.5M -56,220 -31%
MWM
33
Madison Wealth Management
Ohio
$3.25M +$802K +30,110 +34%
PP
34
PrairieView Partners
Minnesota
$2.97M -$42.8K -1,606 -1%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$2.7M -$28K -1,050 -1%
AA
36
Addison Advisors
Vermont
$2.67M +$2.61M +98,000 New
HWA
37
HHM Wealth Advisors
Tennessee
$2.6M -$13.9K -524 -0.5%
FTUS
38
Flow Traders U.S.
New York
$2.45M +$2.4M +90,016 New
SWM
39
Southern Wealth Management
Texas
$2.35M +$13.2K +494 +0.6%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.24M +$1.71M +64,306 +359%
ADL
41
Asset Dedication LLC
California
$2.2M +$146K +5,468 +7%
Creative Planning
42
Creative Planning
Kansas
$2.2M +$453K +17,026 +27%
FWM
43
Frontier Wealth Management
Missouri
$2.17M -$15.2K -570 -0.7%
KLI
44
Kelman-Lazarov Inc
Tennessee
$2.08M -$496K -18,622 -20%
RWM
45
Reston Wealth Management
Virginia
$2.06M +$179K +6,732 +10%
Mariner
46
Mariner
Kansas
$1.95M +$147K +5,504 +8%
LPL Financial
47
LPL Financial
California
$1.75M +$142K +5,346 +9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.69M -$772K -29,016 -32%
BSW
49
Buckingham Strategic Wealth
Missouri
$1.68M +$14.5K +544 +0.9%
WW
50
Waterfront Wealth
Kansas
$1.67M -$46.6K -1,752 -3%