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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$458K
Wells Fargo
52
Wells Fargo
California
$456K +$411K +21,054 +1,172%
CFA
53
Cahill Financial Advisors
Minnesota
$439K -$8.67K -444 -2%
GC
54
Garde Capital
Washington
$434K +$424K +21,736 New
FCFS
55
First Command Financial Services
Texas
$412K +$168K +8,618 +72%
FCB
56
First Command Bank
Texas
$412K +$169K +8,646 +72%
LIA
57
LBMC Investment Advisors
Tennessee
$388K +$379K +19,434 New
CFA
58
Carroll Financial Associates
North Carolina
$380K +$6.17K +316 +2%
EWM
59
Empirical Wealth Management
Washington
$376K +$368K +18,864 New
LA
60
LVW Advisors
New York
$359K +$20.6K +1,054 +6%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$345K +$21.6K +1,106 +7%
3C
62
361 Capital
Colorado
$338K +$331K +16,940 New
W
63
Wealthfront
California
$313K -$39.7K -2,034 -11%
CM
64
Cornerstone Management
Georgia
$310K
Stifel Financial
65
Stifel Financial
Missouri
$293K -$119K -6,086 -29%
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$291K
SWP
67
Stratos Wealth Partners
Ohio
$287K +$68.8K +3,524 +32%
BC
68
Burleson & Co
California
$268K +$6.33K +324 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$265K +$116K +5,946 +81%
WA
70
WESPAC Advisors
California
$261K -$5.89K -302 -2%
FCH
71
Freestone Capital Holdings
Washington
$245K +$13.2K +678 +6%
HFA
72
Huber Financial Advisors
Illinois
$240K +$235K +12,036 New
Morgan Stanley
73
Morgan Stanley
New York
$239K +$129K +6,616 +123%
SCM
74
SOL Capital Management
Maryland
$234K +$7.81K +400 +4%
TFF
75
The Family Firm
Maryland
$226K +$221K +11,326 New