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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Foster & Motley
Ohio
$14.2M +$10.6K +390 +0.1%
IIC
27
Ironwood Investment Counsel
Arizona
$12.6M +$1.29M +47,470 +12%
CAM
28
Cresset Asset Management
Illinois
$10.8M +$4.6M +168,556 +80%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$10.3M +$8.09M +296,840 +470%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$5.53M +202,788 +129%
SSWG
31
Seven Springs Wealth Group
Tennessee
$9.89M +$280K +10,252 +3%
MCM
32
MAI Capital Management
Ohio
$9.66M +$9.03M +331,174 +4,336%
CST
33
Charles Schwab Trust
Nevada
$9.61M -$2.47M -90,754 -21%
JBA
34
Johnson Bixby & Associates
Washington
$9.47M +$518K +18,990 +6%
ML
35
McAdam LLC
Pennsylvania
$9.42M -$126K -4,622 -1%
SPA
36
Shore Point Advisors
New Jersey
$9.4M +$697K +25,550 +8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.14M +$2.49M +91,234 +40%
SC
38
Savant Capital
Illinois
$8.85M -$128K -4,694 -1%
AFA
39
Arlington Financial Advisors
California
$8.71M -$10.1M -370,880 -55%
LPL Financial
40
LPL Financial
California
$8.61M +$2.93M +107,570 +55%
CFO
41
Collective Family Office
Pennsylvania
$8.44M +$19.5K +716 +0.2%
GFG
42
Goldstone Financial Group
Illinois
$8.41M +$473K +17,340 +6%
Mariner
43
Mariner
Kansas
$8.14M +$896K +32,846 +13%
SS
44
Sound Stewardship
Kansas
$7.42M +$137K +5,018 +2%
Creative Planning
45
Creative Planning
Kansas
$7.1M +$526K +19,306 +8%
NRI
46
NFP Retirement Inc
California
$7.01M -$1.61M -59,030 -19%
HCA
47
Horan Capital Advisors
Ohio
$6.92M +$338K +12,414 +5%
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.73M -$8.51K -312 -0.1%
Cerity Partners
49
Cerity Partners
New York
$6.51M -$635K -23,286 -9%
WA
50
Waverly Advisors
Alabama
$6.5M +$6.22M +227,992 New