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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Shore Point Advisors
New Jersey
$15.2M +$4.51M +144,534 +32%
FM
27
Foster & Motley
Ohio
$15.1M -$95.3K -3,057 -0.6%
SSWG
28
Seven Springs Wealth Group
Tennessee
$14.8M +$537K +17,221 +4%
LPL Financial
29
LPL Financial
California
$14M +$515K +16,515 +4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$654K +20,988 +5%
CST
31
Charles Schwab Trust
Nevada
$12.7M +$584K +18,740 +5%
MCM
32
MAI Capital Management
Ohio
$12.2M +$1.5M +48,167 +14%
Creative Planning
33
Creative Planning
Kansas
$11.6M +$1.66M +53,215 +17%
CFO
34
Collective Family Office
Pennsylvania
$11.2M +$825K +26,462 +8%
GWM
35
GSB Wealth Management
Connecticut
$10.4M +$429K +13,766 +4%
OWM
36
Opes Wealth Management
California
$9.78M +$301K +9,640 +3%
SS
37
Sound Stewardship
Kansas
$9.49M +$411K +13,179 +5%
SC
38
Savant Capital
Illinois
$9.42M -$164K -5,248 -2%
AI
39
Accredited Investors
Minnesota
$9.38M -$4.03M -129,411 -30%
AFA
40
Arlington Financial Advisors
California
$9.3M +$157K +5,037 +2%
HW
41
HORAN Wealth
Ohio
$9M +$140K +4,481 +2%
WA
42
Waverly Advisors
Alabama
$8.87M +$106K +3,409 +1%
GVAG
43
Great Valley Advisor Group
Delaware
$8.65M -$2.62M -83,982 -23%
PPW
44
Pasadena Private Wealth
California
$7.34M +$243K +7,809 +3%
NRI
45
NFP Retirement Inc
California
$7.29M -$1.48M -47,465 -17%
JBA
46
Johnson Bixby & Associates
Washington
$6.76M -$830K -26,620 -11%
EWA
47
Exencial Wealth Advisors
Oklahoma
$6.49M +$74.8K +2,398 +1%
YAL
48
Your Advocates Ltd
Texas
$6.41M -$4.3K -138 -0.1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$6.41M +$684K +21,928 +12%
Corient Private Wealth
50
Corient Private Wealth
Florida
$6.39M +$4.98M +159,826 +374%