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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
51
Opes Wealth Management
California
$724K -$2.56M -173,130 -79%
TA
52
Tiedemann Advisors
New York
$690K -$238K -16,104 -27%
Bank of America
53
Bank of America
North Carolina
$617K -$900K -60,794 -61%
LPL Financial
54
LPL Financial
California
$613K -$125K -8,448 -18%
MWM
55
Madison Wealth Management
Ohio
$590K +$97.1K +6,562 +21%
LIM
56
Leavell Investment Management
Alabama
$584K -$1.33K -90 -0.2%
CG
57
Colony Group
Massachusetts
$541K +$64.7K +4,374 +15%
FVWA
58
Foster Victor Wealth Advisors
South Carolina
$528K -$4.85K -328 -1%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$500K
AP
60
Adero Partners
California
$499K -$102K -6,914 -18%
CCA
61
Cobblestone Capital Advisors
New York
$493K -$80.4K -5,434 -15%
FWP
62
FAS Wealth Partners
Kansas
$449K -$170K -11,490 -29%
HFS
63
Howard Financial Services
Texas
$435K -$678K -45,850 -63%
AF
64
Advisornet Financial
Minnesota
$395K -$31.3K -2,112 -8%
PWSG
65
Pacific Wealth Strategies Group
California
$391K +$365K +24,668 New
CFA
66
Cahill Financial Advisors
Minnesota
$373K +$3.29K +222 +1%
CFO
67
CVA Family Office
Colorado
$369K -$297K -20,052 -46%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$369K -$21.8K -1,470 -6%
TI
69
Trexquant Investment
Connecticut
$361K +$337K +22,778 New
OPS
70
Orion Portfolio Solutions
Nebraska
$348K +$298K +20,114 +1,110%
Osaic Holdings
71
Osaic Holdings
Arizona
$336K -$1.4M -94,330 -82%
GC
72
Gratus Capital
Georgia
$314K -$40.2K -2,714 -12%
IA
73
IFP Advisors
Florida
$313K +$14.5K +982 +5%
3C
74
361 Capital
Colorado
$310K +$56.6K +3,828 +24%
LIA
75
LBMC Investment Advisors
Tennessee
$308K