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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Solitude Financial Services
Virginia
$1.41M +$128K +5,030 +9%
ADL
77
Asset Dedication LLC
California
$1.39M -$19.6K -770 -1%
WW
78
Waterfront Wealth
Kansas
$1.37M +$97K +3,804 +7%
TNA
79
True North Advisors
Texas
$1.37M -$272K -10,658 -16%
DWM
80
Dechtman Wealth Management
Colorado
$1.37M +$1.09M +42,880 +316%
CIC
81
Cutler Investment Counsel
Oregon
$1.32M +$5.25K +206 +0.4%
Betterment LLC
82
Betterment LLC
New York
$1.3M -$1.92M -75,326 -58%
LAM
83
Lakewood Asset Management
Illinois
$1.27M +$72.2K +2,830 +6%
LIM
84
Leavell Investment Management
Alabama
$1.24M +$52.5K +2,060 +4%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$1.24M +$151K +5,918 +13%
KFS
86
Kaizen Financial Strategies
California
$1.23M +$1.29M +50,778 New
CA
87
Cambridge Advisors
Nebraska
$1.2M +$92.7K +3,636 +8%
AOWM
88
Alpha Omega Wealth Management
Virginia
$1.12M +$143K +5,600 +14%
SEIA
89
Signature Estate & Investment Advisors
California
$1.11M -$17.4K -684 -1%
AWM
90
Axxcess Wealth Management
California
$1.08M -$11.8K -464 -1%
FFN
91
Focus Financial Network
Minnesota
$1.07M -$171K -6,696 -13%
APW
92
Austin Private Wealth
Texas
$1.06M -$7.09K -278 -0.6%
JP Morgan Chase
93
JP Morgan Chase
New York
$1.01M -$42.5K -1,668 -4%
EWM
94
Empirical Wealth Management
Washington
$999K -$211K -8,282 -17%
Citadel Advisors
95
Citadel Advisors
Florida
$987K +$1.04M +40,718 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$976K +$120K +4,696 +13%
CA
97
Cetera Advisors
Colorado
$972K +$14.8K +582 +1%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$948K -$74.9K -2,938 -7%
SFA
99
Sequoia Financial Advisors
Ohio
$936K +$34.8K +1,366 +4%
Corient Private Wealth
100
Corient Private Wealth
Florida
$912K +$160K +6,258 +20%