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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
76
Kelman-Lazarov Inc
Tennessee
$1.47M -$2.65K -106 -0.2%
CIC
77
Cutler Investment Counsel
Oregon
$1.32M +$109K +4,352 +9%
AWM
78
Apollon Wealth Management
South Carolina
$1.28M +$5.09K +204 +0.4%
FFN
79
Focus Financial Network
Minnesota
$1.24M +$1.28M +51,128 New
LAM
80
Lakewood Asset Management
Illinois
$1.19M +$235K +9,402 +24%
SFS
81
Solitude Financial Services
Virginia
$1.19M +$286K +11,466 +31%
WW
82
Waterfront Wealth
Kansas
$1.16M -$17.7K -710 -1%
SEIA
83
Signature Estate & Investment Advisors
California
$1.16M -$81.3K -3,256 -6%
LIM
84
Leavell Investment Management
Alabama
$1.13M +$61.7K +2,470 +6%
AWM
85
Axxcess Wealth Management
California
$1.13M -$5.84K -234 -0.5%
APW
86
Austin Private Wealth
Texas
$1.12M -$15.7K -630 -1%
WTA
87
Washington Trust Advisors
Massachusetts
$1.11M -$23.7K -948 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.08M +$20K +800 +2%
EWM
89
Empirical Wealth Management
Washington
$1.08M -$20.9K -836 -2%
CA
90
Cambridge Advisors
Nebraska
$1.07M +$29.3K +1,172 +3%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$1.06M +$622K +24,890 +134%
Osaic Holdings
92
Osaic Holdings
Arizona
$1.04M +$25.6K +1,026 +2%
FFA
93
Farther Finance Advisors
California
$970K -$149K -5,974 -13%
AOWM
94
Alpha Omega Wealth Management
Virginia
$952K +$33.3K +1,334 +4%
CA
95
Cetera Advisors
Colorado
$890K +$207K +8,300 +29%
PWMA
96
Pension & Wealth Management Advisors
Massachusetts
$874K +$59.1K +2,366 +7%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$860K -$211K -8,430 -19%
Corient Private Wealth
98
Corient Private Wealth
Florida
$847K +$116K +4,656 +15%
Wells Fargo
99
Wells Fargo
California
$837K +$491K +19,668 +133%
AAS
100
Avantax Advisory Services
Texas
$804K +$29.8K +1,194 +4%