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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMO
51
Covenant Multifamily Offices
Texas
$883K -$6.85K -408 -0.8%
SEIA
52
Signature Estate & Investment Advisors
California
$824K +$837K +49,860 New
Jane Street
53
Jane Street
New York
$779K -$162K -9,672 -17%
LPL Financial
54
LPL Financial
California
$732K +$95K +5,658 +15%
Mariner
55
Mariner
Kansas
$720K -$178K -10,618 -20%
TA
56
Tiedemann Advisors
New York
$705K -$12.2K -724 -2%
Bank of America
57
Bank of America
North Carolina
$703K +$60.1K +3,582 +9%
MWM
58
Madison Wealth Management
Ohio
$703K +$89.8K +5,352 +14%
LIM
59
Leavell Investment Management
Alabama
$541K -$68.5K -4,080 -11%
FVWA
60
Foster Victor Wealth Advisors
South Carolina
$541K -$9.57K -570 -2%
CG
61
Colony Group
Massachusetts
$526K -$38.3K -2,280 -7%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$521K
CWM
63
Cabot Wealth Management
Massachusetts
$521K +$529K +31,548 New
AP
64
Adero Partners
California
$509K -$10.6K -630 -2%
FWP
65
FAS Wealth Partners
Kansas
$452K -$16.7K -994 -4%
GC
66
Gratus Capital
Georgia
$447K +$121K +7,230 +36%
AF
67
Advisornet Financial
Minnesota
$413K +$1.65K +98 +0.4%
CFA
68
Cahill Financial Advisors
Minnesota
$389K +$839 +50 +0.2%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$387K -$14.4K -860 -4%
CFO
70
CVA Family Office
Colorado
$385K +$34 +2 +0%
Osaic Holdings
71
Osaic Holdings
Arizona
$384K +$35K +2,086 +10%
IA
72
IFP Advisors
Florida
$375K +$43.6K +2,596 +13%
HFS
73
Howard Financial Services
Texas
$358K -$96.1K -5,724 -21%
WF
74
WoodTrust Financial
Wisconsin
$329K +$334K +19,922 New
LIA
75
LBMC Investment Advisors
Tennessee
$321K