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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$226K +$221K +11,334 New
QCG
77
Quadrant Capital Group
Ohio
$150K -$2.58K -132 -2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$122K -$547 -28 -0.5%
APSP
79
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K +$29.5K +1,512 +36%
SWM
80
SeaCrest Wealth Management
New York
$99K +$63.1K +3,234 +188%
DWM
81
Destination Wealth Management
California
$94K +$91.9K +4,706 +21,391%
ADL
82
Asset Dedication LLC
California
$89K
AG
83
Advisor Group
Arizona
$78K -$10.7K -546 -12%
PFA
84
Pathway Financial Advisors
Vermont
$67K +$6.75K +346 +11%
BFC
85
Bedel Financial Consulting
Indiana
$55K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$51K +$24.9K +1,274 +98%
US Bancorp
87
US Bancorp
Minnesota
$47K -$19.6K -1,004 -30%
JP Morgan Chase
88
JP Morgan Chase
New York
$47K +$46.1K +2,360 New
SBL
89
Sargent Bickham Lagudis
Colorado
$41K
CFC
90
Coyle Financial Counsel
Illinois
$40K +$38.8K +1,988 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$34K +$33.2K +1,702 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$29.1K +$78 +4 +0.3%
CPIG
93
Chicago Partners Investment Group
Illinois
$25K
OIA
94
OneDigital Investment Advisors
Kansas
$24K -$40.3K -2,062 -63%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$21K +$20.4K +1,044 New
ME
96
McIlrath & Eck
Washington
$20K
WC
97
Whitney & Co
New York
$18K
EWM
98
Edge Wealth Management
New York
$17K
BlackRock
99
BlackRock
New York
$16K
ASN
100
Advisory Services Network
Georgia
$15K -$111K -5,670 -89%