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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
JCIA
78
Jackson Creek Investment Advisors
Colorado
$544K -$10.2K -386 -2%
TA
79
Tiedemann Advisors
New York
$539K -$136K -5,134 -20%
DP
80
DDD Partners
Washington
$536K +$4.35K +164 +0.8%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$530K -$120K -4,534 -19%
WF
82
WoodTrust Financial
Wisconsin
$523K
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$521K -$787K -29,662 -60%
SIM
84
Studio Investment Management
Illinois
$515K +$518K +19,536 New
CFA
85
Carroll Financial Associates
North Carolina
$512K
MCM
86
MAI Capital Management
Ohio
$500K -$1.06K -40 -0.2%
LIM
87
Leavell Investment Management
Alabama
$478K +$96.9K +3,650 +25%
SW
88
SVB Wealth
Massachusetts
$457K
HFS
89
Howard Financial Services
Texas
$456K +$7.01K +264 +2%
AOWM
90
Alpha Omega Wealth Management
Virginia
$455K +$91K +3,430 +25%
AWM
91
AE Wealth Management
Kansas
$454K +$40.4K +1,522 +10%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$450K -$3.34K -126 -0.7%
Wells Fargo
93
Wells Fargo
California
$447K -$84.7K -3,190 -16%
UCFA
94
United Capital Financial Advisors
Texas
$443K +$54.6K +2,058 +14%
GC
95
Gratus Capital
Georgia
$430K -$115K -4,344 -21%
OCG
96
Opus Capital Group
Ohio
$424K +$372 +14 +0.1%
Renaissance Technologies
97
Renaissance Technologies
New York
$421K -$26.5K -1,000 -6%
APW
98
Austin Private Wealth
Texas
$405K +$110K +4,132 +37%
CFO
99
CVA Family Office
Colorado
$385K -$296K -11,164 -32%
FWP
100
FAS Wealth Partners
Kansas
$384K -$160K -6,028 -29%