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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
26
Pasadena Private Wealth
California
$14.6M -$277K -9,650 -2%
FM
27
Foster & Motley
Ohio
$14.4M -$428K -14,902 -3%
CFO
28
Collective Family Office
Pennsylvania
$12.9M +$561K +19,504 +5%
CAM
29
Cresset Asset Management
Illinois
$11.3M
GFG
30
Goldstone Financial Group
Illinois
$11.1M +$935K +32,530 +10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11.1M +$472K +16,438 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$270K +9,386 +3%
CST
33
Charles Schwab Trust
Nevada
$10.9M +$579K +20,130 +6%
JBA
34
Johnson Bixby & Associates
Washington
$10.8M +$438K +15,224 +4%
SPA
35
Shore Point Advisors
New Jersey
$10.6M +$186K +6,466 +2%
SSWG
36
Seven Springs Wealth Group
Tennessee
$10.5M +$83.9K +2,920 +0.8%
MCM
37
MAI Capital Management
Ohio
$10.3M +$54.4K +1,894 +0.6%
LPL Financial
38
LPL Financial
California
$9.73M -$254K -8,834 -3%
SC
39
Savant Capital
Illinois
$9.21M -$10.3K -358 -0.1%
AFA
40
Arlington Financial Advisors
California
$8.91M -$7.01K -244 -0.1%
Creative Planning
41
Creative Planning
Kansas
$8.29M +$243K +8,472 +3%
SS
42
Sound Stewardship
Kansas
$8.17M +$335K +11,648 +4%
NRI
43
NFP Retirement Inc
California
$8.08M +$370K +12,884 +5%
ML
44
McAdam LLC
Pennsylvania
$7.62M -$1.97M -68,534 -21%
Mariner
45
Mariner
Kansas
$7.57M -$1.12M -39,062 -13%
Cerity Partners
46
Cerity Partners
New York
$7.53M -$198K -6,906 -3%
HCA
47
Horan Capital Advisors
Ohio
$7.29M +$25.4K +884 +0.4%
FC
48
Forte Capital
New York
$7.21M +$165K +5,744 +2%
OWM
49
Opes Wealth Management
California
$6.88M +$115K +4,016 +2%
WA
50
Waverly Advisors
Alabama
$6.66M -$384K -13,360 -6%