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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$541K +$22.5K +1,156 +4%
GC
77
Gratus Capital
Georgia
$523K -$7.7K -396 -2%
3C
78
361 Capital
Colorado
$481K +$86.4K +4,446 +23%
Wells Fargo
79
Wells Fargo
California
$470K +$84.3K +4,336 +23%
CFA
80
Carroll Financial Associates
North Carolina
$453K
PA
81
Parallel Advisors
California
$450K
CFA
82
Cahill Financial Advisors
Minnesota
$447K -$59.2K -3,048 -12%
IA
83
IFP Advisors
Florida
$413K -$219K -11,262 -35%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$395K +$27.5K +1,416 +8%
LIA
85
LBMC Investment Advisors
Tennessee
$391K
WFA
86
Wade Financial Advisory
California
$348K +$337K +17,316 New
SWM
87
SeaCrest Wealth Management
New York
$341K -$46.8K -2,408 -12%
EWM
88
Empirical Wealth Management
Washington
$322K -$208K -10,696 -40%
CWC
89
Carolinas Wealth Consulting
North Carolina
$298K +$289K +14,878 New
TAM
90
Townsend Asset Management
North Carolina
$288K +$278K +14,324 New
IAA
91
Independent Advisor Alliance
North Carolina
$279K +$270K +13,882 New
RJFSA
92
Raymond James Financial Services Advisors
Florida
$272K -$12.3K -634 -4%
FNC
93
First National Corp
Massachusetts
$271K +$155 +8 +0.1%
CW
94
CreativeOne Wealth
Kansas
$265K -$68.3K -3,516 -21%
KLI
95
Kelman-Lazarov Inc
Tennessee
$260K -$897K -46,138 -78%
SCM
96
SOL Capital Management
Maryland
$258K -$3.89K -200 -2%
EWA
97
Exencial Wealth Advisors
Oklahoma
$242K +$234K +12,028 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$235K +$227K +11,684 New
REMPR
99
Roof Eidam Maycock Peralta (REMP)
California
$231K
PA
100
PFG Advisors
Arizona
$228K +$2.72K +140 +1%