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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$690K +$183K +9,968 +31%
PP
52
PrairieView Partners
Minnesota
$671K +$261K +14,238 +53%
FWP
53
FAS Wealth Partners
Kansas
$624K +$34.9K +1,906 +5%
CC
54
Callan Capital
California
$615K -$27.2K -1,484 -4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$609K +$680K +37,112 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$595K -$580K -31,668 -47%
GC
57
Gratus Capital
Georgia
$577K +$75.9K +4,144 +13%
LA
58
LVW Advisors
New York
$554K +$241K +13,172 +64%
SWM
59
SVA Wealth Management
Wisconsin
$545K -$719K -39,226 -54%
FM
60
Foster & Motley
Ohio
$542K +$78.3K +4,274 +15%
REMPR
61
Roof Eidam Maycock Peralta (REMP)
California
$517K – – –
NSG
62
Nalls Sherbakoff Group
Tennessee
$443K +$494K +26,970 New
M&T Bank
63
M&T Bank
New York
$427K – – –
CFA
64
Cahill Financial Advisors
Minnesota
$424K +$82K +4,474 +21%
RCA
65
Rowland Carmichael Advisors
Arizona
$423K – – –
APG
66
Abacus Planning Group
South Carolina
$416K +$464K +25,348 New
FCB
67
First Command Bank
Texas
$409K -$14.9K -814 -3%
FCFS
68
First Command Financial Services
Texas
$409K -$14.9K -814 -3%
AF
69
Advisornet Financial
Minnesota
$403K +$1.94K +106 +0.4%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$398K +$36.3K +1,984 +9%
CFA
71
Carroll Financial Associates
North Carolina
$394K +$73.7K +4,024 +21%
FVWA
72
Foster Victor Wealth Advisors
South Carolina
$389K +$434K +23,684 New
AFS
73
Access Financial Services
Minnesota
$344K +$384K +20,970 New
LIA
74
LBMC Investment Advisors
Tennessee
$319K – – –
Wells Fargo
75
Wells Fargo
California
$318K +$24.9K +1,360 +8%