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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
26
Ironwood Investment Counsel
Arizona
$10.9M +$3.92M +157,962 +67%
Bank of America
27
Bank of America
North Carolina
$10.9M +$1.47M +59,460 +18%
SSWG
28
Seven Springs Wealth Group
Tennessee
$9.31M +$2.07M +83,360 +33%
ML
29
McAdam LLC
Pennsylvania
$9.27M -$146K -5,874 -2%
SC
30
Savant Capital
Illinois
$8.72M +$188K +7,590 +2%
JBA
31
Johnson Bixby & Associates
Washington
$8.67M +$247K +9,940 +3%
NRI
32
NFP Retirement Inc
California
$8.44M +$824K +33,214 +12%
SPA
33
Shore Point Advisors
New Jersey
$8.42M +$321K +12,960 +4%
CFO
34
Collective Family Office
Pennsylvania
$8.17M +$191K +7,688 +3%
GFG
35
Goldstone Financial Group
Illinois
$7.68M +$6.88M +277,450 New
SS
36
Sound Stewardship
Kansas
$7.06M +$332K +13,376 +6%
Mariner
37
Mariner
Kansas
$6.99M +$177K +7,146 +3%
Cerity Partners
38
Cerity Partners
New York
$6.96M +$5.75M +232,000 +1,182%
EWA
39
Exencial Wealth Advisors
Oklahoma
$6.54M +$223K +8,990 +4%
HCA
40
Horan Capital Advisors
Ohio
$6.37M +$564K +22,744 +11%
Creative Planning
41
Creative Planning
Kansas
$6.36M +$373K +15,054 +7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$6.34M +$4.13M +166,522 +266%
OWM
43
Opes Wealth Management
California
$6.24M -$105K -4,218 -2%
RWA
44
Rainsberger Wealth Advisors
Colorado
$6.03M -$33.6K -1,356 -0.6%
CAM
45
Cresset Asset Management
Illinois
$5.85M -$109K -4,394 -2%
PAG
46
Private Advisor Group
New Jersey
$5.8M +$407K +16,398 +8%
LPL Financial
47
LPL Financial
California
$5.38M +$373K +15,026 +8%
DWM
48
Dechtman Wealth Management
Colorado
$5.28M +$3.33M +134,218 +238%
YAL
49
Your Advocates Ltd
Texas
$5.11M -$288K -11,596 -6%
FC
50
Forte Capital
New York
$5.07M +$4.55M +183,344 New