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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
$1.91M +$3.67K +154 +0.2%
MG
52
Mather Group
Illinois
$1.88M +$2.1M +88,314 New
Citadel Advisors
53
Citadel Advisors
Florida
$1.87M +$351K +14,710 +20%
RWM
54
Reston Wealth Management
Virginia
$1.86M +$64.1K +2,690 +3%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$1.82M +$2.04M +85,738 New
PWSG
56
Pacific Wealth Strategies Group
California
$1.71M -$944K -39,624 -33%
RF
57
RHS Financial
California
$1.59M +$347K +14,566 +24%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.56M +$891K +37,386 +104%
ADL
59
Asset Dedication LLC
California
$1.53M +$1.71M +71,902 New
AWM
60
Apollon Wealth Management
South Carolina
$1.4M -$253K -10,598 -14%
BSW
61
Buckingham Strategic Wealth
Missouri
$1.35M -$30K -1,260 -2%
KLI
62
Kelman-Lazarov Inc
Tennessee
$1.35M
CIC
63
Cutler Investment Counsel
Oregon
$1.22M +$135K +5,658 +11%
SEIA
64
Signature Estate & Investment Advisors
California
$1.19M +$2.86K +120 +0.2%
WW
65
Waterfront Wealth
Kansas
$1.16M -$25.8K -1,084 -2%
AWM
66
Axxcess Wealth Management
California
$1.03M -$35.2K -1,476 -3%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.02M -$28.6K -1,200 -2%
CFO
68
CVA Family Office
Colorado
$1.01M +$181K +7,602 +19%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1M +$682K +28,630 +154%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$965K +$59.7K +2,504 +6%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$953K +$47.1K +1,976 +5%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$914K +$274K +11,496 +36%
IIC
73
Ironwood Investment Counsel
Arizona
$899K +$345K +14,492 +52%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$844K +$261K +10,948 +38%
CA
75
Cambridge Advisors
Nebraska
$841K +$132K +5,534 +16%