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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
$15.1M +$8.38K +276 +0.1%
SPA
27
Shore Point Advisors
New Jersey
$14.2M +$1.18M +38,720 +9%
SSWG
28
Seven Springs Wealth Group
Tennessee
$14.1M +$885K +29,138 +7%
LPL Financial
29
LPL Financial
California
$13.4M +$241K +7,931 +2%
AI
30
Accredited Investors
Minnesota
$13.3M -$11.3M -372,801 -47%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.8M -$1.6M -52,807 -11%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$12.1M +$5.56M +183,044 +88%
CST
33
Charles Schwab Trust
Nevada
$12M +$996K +32,802 +9%
GVAG
34
Great Valley Advisor Group
Delaware
$11.2M +$193K +6,346 +2%
MCM
35
MAI Capital Management
Ohio
$10.6M +$523K +17,214 +5%
CFO
36
Collective Family Office
Pennsylvania
$10.3M +$147K +4,827 +1%
Mariner
37
Mariner
Kansas
$9.99M +$698K +22,985 +8%
GWM
38
GSB Wealth Management
Connecticut
$9.9M +$224K +7,373 +2%
Creative Planning
39
Creative Planning
Kansas
$9.78M +$373K +12,295 +4%
SC
40
Savant Capital
Illinois
$9.47M +$3.1M +102,215 +51%
OWM
41
Opes Wealth Management
California
$9.37M +$256K +8,427 +3%
AFA
42
Arlington Financial Advisors
California
$9.04M -$19.7K -648 -0.2%
SS
43
Sound Stewardship
Kansas
$8.97M -$165K -5,418 -2%
HW
44
HORAN Wealth
Ohio
$8.76M +$452K +14,877 +6%
NRI
45
NFP Retirement Inc
California
$8.69M -$353K -11,625 -4%
WA
46
Waverly Advisors
Alabama
$8.67M +$276K +9,085 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.12M +$1.24M +40,744 +19%
JBA
48
Johnson Bixby & Associates
Washington
$7.52M -$49.9K -1,644 -0.7%
PPW
49
Pasadena Private Wealth
California
$7.02M -$1.54M -50,820 -18%
EWA
50
Exencial Wealth Advisors
Oklahoma
$6.35M -$118K -3,894 -2%