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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$788K +$133K +5,000 +20%
EWM
77
Empirical Wealth Management
Washington
$754K +$302K +11,382 +68%
IIC
78
Ironwood Investment Counsel
Arizona
$689K -$127K -4,768 -16%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$674K +$268K +10,090 +67%
CFA
80
Cahill Financial Advisors
Minnesota
$666K +$38.7K +1,460 +6%
FSWA
81
Financial Synergies Wealth Advisors
Texas
$665K -$6.37K -240 -1%
CPA
82
Cardiff Park Advisors
California
$660K +$478 +18 +0.1%
AF
83
Advisornet Financial
Minnesota
$652K +$584 +22 +0.1%
EL
84
EMFO LLC
Florida
$647K -$37K -1,394 -5%
RF
85
RHS Financial
California
$607K +$292K +10,988 +94%
DP
86
DDD Partners
Washington
$598K +$33.1K +1,248 +6%
AOWM
87
Alpha Omega Wealth Management
Virginia
$596K +$33.6K +1,266 +6%
LIA
88
LBMC Investment Advisors
Tennessee
$566K
SIM
89
Studio Investment Management
Illinois
$565K +$21.2K +800 +4%
CNWM
90
Clay Northam Wealth Management
California
$563K -$18.6K -700 -3%
TA
91
Tiedemann Advisors
New York
$549K +$318 +12 +0.1%
CA
92
Continuum Advisory
Idaho
$543K -$48.1K -1,812 -8%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$542K +$4.57K +172 +0.9%
JCIA
94
Jackson Creek Investment Advisors
Colorado
$532K -$6.53K -246 -1%
WF
95
WoodTrust Financial
Wisconsin
$530K
HFS
96
Howard Financial Services
Texas
$527K +$372 +14 +0.1%
SWM
97
Spire Wealth Management
Virginia
$524K +$412K +15,524 +380%
OPS
98
Orion Portfolio Solutions
Nebraska
$510K -$157K -5,918 -24%
OCG
99
Opus Capital Group
Ohio
$502K +$212 +8 +0%
MCM
100
MAI Capital Management
Ohio
$501K +$4.35K +164 +0.9%