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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
76
The Family Firm
Maryland
$226K +$221K +11,326 New
JMPWA
77
JP Morgan Private Wealth Advisors
California
$226K +$221K +11,334 New
QCG
78
Quadrant Capital Group
Ohio
$150K -$2.58K -132 -2%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$122K -$547 -28 -0.5%
APSP
80
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K +$29.5K +1,512 +36%
SWM
81
SeaCrest Wealth Management
New York
$99K +$63.1K +3,234 +188%
DWM
82
Destination Wealth Management
California
$94K +$91.9K +4,706 +21,391%
ADL
83
Asset Dedication LLC
California
$89K – – –
AG
84
Advisor Group
Arizona
$78K -$10.7K -546 -12%
PFA
85
Pathway Financial Advisors
Vermont
$67K +$6.75K +346 +11%
BFC
86
Bedel Financial Consulting
Indiana
$55K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$51K +$24.9K +1,274 +98%
US Bancorp
88
US Bancorp
Minnesota
$47K -$19.6K -1,004 -30%
JP Morgan Chase
89
JP Morgan Chase
New York
$47K +$46.1K +2,360 New
SBL
90
Sargent Bickham Lagudis
Colorado
$41K – – –
FRA
91
Front Row Advisors
California
$40K – – –
CFC
92
Coyle Financial Counsel
Illinois
$40K +$38.8K +1,988 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$34K +$33.2K +1,702 New
RCAG
94
Rehmann Capital Advisory Group
Michigan
$29.1K +$78 +4 +0.3%
CPIG
95
Chicago Partners Investment Group
Illinois
$25K – – –
OIA
96
OneDigital Investment Advisors
Kansas
$24K -$40.3K -2,062 -63%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$21K +$20.4K +1,044 New
ME
98
McIlrath & Eck
Washington
$20K – – –
WC
99
Whitney & Co
New York
$18K – – –
EWM
100
Edge Wealth Management
New York
$17K – – –