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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Cardiff Park Advisors
California
$686K +$680K +24,672 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$681K +$21.9K +796 +3%
AF
78
Advisornet Financial
Minnesota
$678K -$25.2K -916 -4%
CA
79
Continuum Advisory
Idaho
$657K +$50.5K +1,832 +8%
CFA
80
Cahill Financial Advisors
Minnesota
$653K +$18.9K +686 +3%
AP
81
Adero Partners
California
$630K -$14.8K -536 -2%
CNWM
82
Clay Northam Wealth Management
California
$606K +$600K +21,780 New
LIA
83
LBMC Investment Advisors
Tennessee
$589K +$500K +18,168 +606%
DP
84
DDD Partners
Washington
$587K +$20.7K +752 +4%
PCA
85
Personal Capital Advisors
California
$587K +$319K +11,574 +118%
Wells Fargo
86
Wells Fargo
California
$583K +$110K +4,004 +24%
AOWM
87
Alpha Omega Wealth Management
Virginia
$582K +$103K +3,734 +22%
TA
88
Tiedemann Advisors
New York
$571K +$2.42K +88 +0.4%
IA
89
IFP Advisors
Florida
$567K -$105K -3,826 -16%
Osaic Holdings
90
Osaic Holdings
Arizona
$566K -$118K -4,276 -17%
SIM
91
Studio Investment Management
Illinois
$566K +$22.4K +814 +4%
JCIA
92
Jackson Creek Investment Advisors
Colorado
$560K -$14.3K -518 -3%
CST
93
Charles Schwab Trust
Nevada
$556K -$13.5M -490,586 -96%
WF
94
WoodTrust Financial
Wisconsin
$552K
HFS
95
Howard Financial Services
Texas
$548K +$65.8K +2,388 +14%
LIM
96
Leavell Investment Management
Alabama
$540K +$35.3K +1,280 +7%
AWM
97
AE Wealth Management
Kansas
$525K +$45.5K +1,650 +10%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$523K +$21.4K +778 +4%
OCG
99
Opus Capital Group
Ohio
$522K +$73.9K +2,684 +17%
CAM
100
Cidel Asset Management
Ontario, Canada
$518K +$513K +18,628 New