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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
76
Mather Group
Illinois
$2.71M +$28.2K +1,024 +1%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$2.67M +$1.71M +61,982 +190%
NCM
78
Northland Capital Management
Minnesota
$2.66M +$104K +3,776 +4%
AA
79
Addison Advisors
Vermont
$2.65M -$552 -20 -0%
PP
80
PrairieView Partners
Minnesota
$2.59M -$27.7K -1,006 -1%
KAS
81
Kestra Advisory Services
Texas
$2.52M +$2.35M +85,358 +929%
MML Investors Services
82
MML Investors Services
Massachusetts
$2.43M +$546K +19,788 +29%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.4M +$563K +20,408 +31%
HWA
84
HHM Wealth Advisors
Tennessee
$2.36M -$12.4K -450 -0.5%
JP Morgan Chase
85
JP Morgan Chase
New York
$2.34M -$253K -9,164 -10%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$2.32M -$140K -5,090 -6%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$2.3M +$79.1K +2,866 +4%
Betterment LLC
88
Betterment LLC
New York
$2.28M +$62.8K +2,276 +3%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$2.21M +$1.15M +41,524 +106%
YWM
90
Yoder Wealth Management
California
$2.14M
AWM
91
Apollon Wealth Management
South Carolina
$2.13M -$36.5K -1,322 -2%
PMG
92
ProVise Management Group
Florida
$2.1M -$575K -20,838 -21%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.09M +$316K +11,466 +18%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2M +$398K +14,422 +25%
FCMT
95
Founders Capital Management (Texas)
Texas
$1.94M +$1.95M +70,688 New
LAM
96
Lakewood Asset Management
Illinois
$1.87M +$228K +8,278 +14%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$1.86M -$4.03K -146 -0.2%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.84M -$20.7K -750 -1%
KLI
99
Kelman-Lazarov Inc
Tennessee
$1.83M +$76.6K +2,776 +4%
BSW
100
Buckingham Strategic Wealth
Missouri
$1.78M -$69.3K -2,514 -4%