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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
76
Alpha Omega Wealth Management
Virginia
$726K +$242K +9,816 +44%
CWM
77
Cedar Wealth Management
California
$722K +$23.4K +946 +3%
LIM
78
Leavell Investment Management
Alabama
$720K +$388K +15,702 +97%
WFA
79
Wade Financial Advisory
California
$719K +$477K +19,314 +155%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$713K
LIA
81
LBMC Investment Advisors
Tennessee
$685K +$224K +9,092 +43%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$673K +$7.06K +286 +1%
OWM
83
OneAscent Wealth Management
Alabama
$666K -$60.9K -2,468 -8%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$651K -$239K -9,676 -25%
Osaic Holdings
85
Osaic Holdings
Arizona
$639K +$315K +12,768 +82%
IIC
86
Ironwood Investment Counsel
Arizona
$629K +$50.2K +2,032 +8%
FSWA
87
Financial Synergies Wealth Advisors
Texas
$573K +$11.3K +458 +2%
CFA
88
Cahill Financial Advisors
Minnesota
$565K +$988 +40 +0.2%
CPA
89
Cardiff Park Advisors
California
$551K -$8.44K -342 -1%
EL
90
EMFO LLC
Florida
$548K
DP
91
DDD Partners
Washington
$533K +$28.9K +1,172 +5%
TFS
92
Thoroughbred Financial Services
Tennessee
$526K +$574K +23,266 New
JCIA
93
Jackson Creek Investment Advisors
Colorado
$514K +$21.4K +866 +4%
AF
94
Advisornet Financial
Minnesota
$507K -$49.7K -2,014 -8%
CA
95
Continuum Advisory
Idaho
$488K -$6.62K -268 -1%
CNWM
96
Clay Northam Wealth Management
California
$477K
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$460K -$2.72K -110 -0.5%
SFS
98
Solitude Financial Services
Virginia
$454K +$495K +20,048 New
HFS
99
Howard Financial Services
Texas
$447K +$1.38K +56 +0.3%
TA
100
TruWealth Advisors
Louisiana
$437K +$477K +19,320 New