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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Cahill Financial Advisors
Minnesota
$600K -$36.6K -1,380 -6%
CA
77
Continuum Advisory
Idaho
$574K +$579K +21,806 New
LIA
78
LBMC Investment Advisors
Tennessee
$556K -$450K -16,956 -85%
JCIA
79
Jackson Creek Investment Advisors
Colorado
$544K -$10.2K -386 -2%
TA
80
Tiedemann Advisors
New York
$539K -$136K -5,134 -20%
DP
81
DDD Partners
Washington
$536K +$4.35K +164 +0.8%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$530K -$120K -4,534 -19%
WF
83
WoodTrust Financial
Wisconsin
$523K – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$521K -$787K -29,662 -60%
SIM
85
Studio Investment Management
Illinois
$515K +$518K +19,536 New
CFA
86
Carroll Financial Associates
North Carolina
$512K – – –
MCM
87
MAI Capital Management
Ohio
$500K -$1.06K -40 -0.2%
LIM
88
Leavell Investment Management
Alabama
$478K +$96.9K +3,650 +25%
SW
89
SVB Wealth
Massachusetts
$457K – – –
HFS
90
Howard Financial Services
Texas
$456K +$7.01K +264 +2%
AOWM
91
Alpha Omega Wealth Management
Virginia
$455K +$91K +3,430 +25%
AWM
92
AE Wealth Management
Kansas
$454K +$40.4K +1,522 +10%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$450K -$3.34K -126 -0.7%
Wells Fargo
94
Wells Fargo
California
$447K -$84.7K -3,190 -16%
UCFA
95
United Capital Financial Advisors
Texas
$443K +$54.6K +2,058 +14%
GC
96
Gratus Capital
Georgia
$430K -$115K -4,344 -21%
OCG
97
Opus Capital Group
Ohio
$424K +$372 +14 +0.1%
Renaissance Technologies
98
Renaissance Technologies
New York
$421K -$26.5K -1,000 -6%
APW
99
Austin Private Wealth
Texas
$405K +$110K +4,132 +37%
CFO
100
CVA Family Office
Colorado
$385K -$296K -11,164 -32%