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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
$1.06M +$135K +5,734 +15%
LIM
77
Leavell Investment Management
Alabama
$1.03M +$123K +5,230 +13%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.02M -$25.1K -1,066 -2%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$1.02M -$40.9K -1,740 -4%
CA
80
Cambridge Advisors
Nebraska
$995K +$71.5K +3,038 +8%
Osaic Holdings
81
Osaic Holdings
Arizona
$977K +$414K +17,574 +73%
OPS
82
Orion Portfolio Solutions
Nebraska
$976K +$453K +19,258 +85%
CFO
83
CVA Family Office
Colorado
$929K -$182K -7,746 -16%
LAM
84
Lakewood Asset Management
Illinois
$924K +$930K +39,538 New
AOWM
85
Alpha Omega Wealth Management
Virginia
$882K +$1.88K +80 +0.2%
SFS
86
Solitude Financial Services
Virginia
$872K +$17.9K +760 +2%
CG
87
Colony Group
Massachusetts
$802K
Goldman Sachs
88
Goldman Sachs
New York
$796K -$1.51M -64,226 -65%
PWMA
89
Pension & Wealth Management Advisors
Massachusetts
$784K +$789K +33,546 New
HFS
90
Howard Financial Services
Texas
$762K -$5.79K -246 -0.7%
AAS
91
Avantax Advisory Services
Texas
$744K +$85.2K +3,622 +13%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$732K -$197K -8,382 -21%
TFS
93
Thoroughbred Financial Services
Tennessee
$721K -$130K -5,530 -15%
Corient Private Wealth
94
Corient Private Wealth
Florida
$704K +$709K +30,142 New
RA
95
RFG Advisory
Alabama
$690K +$610K +25,930 New
RJFSA
96
Raymond James Financial Services Advisors
Florida
$671K -$14.1K -598 -2%
CA
97
Cetera Advisors
Colorado
$660K +$63.7K +2,706 +11%
DP
98
DDD Partners
Washington
$657K +$1.55K +66 +0.2%
LIA
99
LBMC Investment Advisors
Tennessee
$635K +$28.4K +1,208 +5%
CPA
100
Cardiff Park Advisors
California
$574K +$2.78K +118 +0.5%