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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$839K -$31.1K -1,306 -3%
LIM
77
Leavell Investment Management
Alabama
$826K +$168K +7,030 +22%
AOWM
78
Alpha Omega Wealth Management
Virginia
$801K +$134K +5,604 +17%
SFS
79
Solitude Financial Services
Virginia
$777K +$394K +16,514 +82%
TFS
80
Thoroughbred Financial Services
Tennessee
$774K +$313K +13,148 +57%
CG
81
Colony Group
Massachusetts
$730K
HFS
82
Howard Financial Services
Texas
$699K +$312K +13,106 +66%
CWM
83
Cedar Wealth Management
California
$692K +$14.4K +604 +2%
FTUS
84
Flow Traders U.S.
New York
$662K -$2.98M -124,920 -80%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$623K -$10.4K -436 -1%
IA
86
IFP Advisors
Florida
$606K +$214K +8,996 +43%
AAS
87
Avantax Advisory Services
Texas
$600K -$112K -4,682 -14%
DP
88
DDD Partners
Washington
$596K +$108K +4,516 +19%
RC
89
RegentAtlantic Capital
New Jersey
$584K -$1.78M -74,848 -73%
LIA
90
LBMC Investment Advisors
Tennessee
$552K -$102K -4,294 -14%
Cerity Partners
91
Cerity Partners
New York
$550K -$4.92M -206,348 -89%
CA
92
Cetera Advisors
Colorado
$543K +$609K +25,554 New
CFA
93
Cahill Financial Advisors
Minnesota
$536K +$5.43K +228 +0.9%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$533K -$6.15K -258 -1%
5L
95
55I LLC
Massachusetts
$526K +$590K +24,740 New
OWM
96
OneAscent Wealth Management
Alabama
$520K -$119K -4,972 -17%
CPA
97
Cardiff Park Advisors
California
$520K +$2.15K +90 +0.4%
Osaic Holdings
98
Osaic Holdings
Arizona
$515K -$96.3K -4,042 -14%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$497K +$109K +4,588 +24%
JCIA
100
Jackson Creek Investment Advisors
Colorado
$496K +$60.8K +2,550 +12%