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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$580K +$31.9K +1,318 +6%
SSC
77
Syverson Strege & Co
Iowa
$579K +$26.2K +1,084 +5%
OPS
78
Orion Portfolio Solutions
Nebraska
$567K -$80.2K -3,314 -13%
RG
79
Retirement Group
California
$556K +$14.4K +594 +3%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$555K +$531K +21,934 New
FWP
81
FAS Wealth Partners
Kansas
$546K -$96.4K -3,982 -16%
FP
82
Financial Perspectives
Minnesota
$544K +$1.31M +54,030 +4,966%
LIA
83
LBMC Investment Advisors
Tennessee
$534K +$27K +1,114 +6%
WF
84
WoodTrust Financial
Wisconsin
$503K
CFA
85
Carroll Financial Associates
North Carolina
$486K +$11.2K +462 +2%
IA
86
IFP Advisors
Florida
$483K -$183K -7,550 -28%
DP
87
DDD Partners
Washington
$461K -$116K -4,774 -21%
HighTower Advisors
88
HighTower Advisors
Illinois
$451K +$53.8K +2,222 +14%
OCG
89
Opus Capital Group
Ohio
$442K -$8.47K -350 -2%
HFS
90
Howard Financial Services
Texas
$431K +$26.1K +1,078 +7%
SW
91
SVB Wealth
Massachusetts
$431K +$411K +17,002 New
Goldman Sachs
92
Goldman Sachs
New York
$420K -$1.57M -65,018 -80%
CW
93
CreativeOne Wealth
Kansas
$393K -$16.6K -684 -4%
EWA
94
EP Wealth Advisors
California
$386K +$369K +15,232 New
RRC
95
Relaxing Retirement Coach
Massachusetts
$384K -$409K -16,894 -53%
AP
96
Appleton Partners
Massachusetts
$373K +$356K +14,710 New
PPA
97
Parametric Portfolio Associates
Washington
$369K -$22.7K -938 -6%
LIM
98
Leavell Investment Management
Alabama
$367K -$7.45K -308 -2%
CA
99
Cambridge Advisors
Nebraska
$364K +$4.6K +190 +1%
HG
100
Harbor Group
New Hampshire
$360K -$117K -4,814 -26%