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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$15K +$11.9K +608 +461%
VFA
102
Valeo Financial Advisors
Indiana
$15K +$14.9K +764 New
AA
103
Apriem Advisors
California
$14K +$13.3K +680 New
William Blair & Company
104
William Blair & Company
Illinois
$12K +$1.56K +80 +16%
B
105
Bridgeworth
Alabama
$12K +$12.8K +654 New
GAM
106
Gemmer Asset Management
California
$11K
KFA
107
Kabarec Financial Advisors
Illinois
$10K
SPIA
108
Steward Partners Investment Advisory
New York
$10K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$2.85K -146 -24%
KCPG
110
Kavar Capital Partners Group
Kansas
$8K
RFC
111
Regions Financial Corp
Alabama
$7K +$6.75K +346 New
BWM
112
BerganKDV Wealth Management
Minnesota
$7K +$6.87K +352 New
JCM
113
Jacobi Capital Management
Pennsylvania
$7K +$7.07K +362 New
TIM
114
Tortoise Investment Management
New York
$7K +$7.26K +372 New
APA
115
American Portfolios Advisors
New York
$6.98K
ML
116
McAdam LLC
Pennsylvania
$6K
PMG
117
ProVise Management Group
Florida
$5.71K +$90.6K +4,642 +2%
GI
118
Gradient Investments
Minnesota
$5K +$4.53K +232 New
Citigroup
119
Citigroup
New York
$3K
HFM
120
Hartford Financial Management
Connecticut
$3K +$2.46K +126 New
S
121
SignatureFD
Georgia
$2K +$1.76K +90 New
FMP
122
Financial Management Professionals
Texas
$2K +$2.07K +106 New
GEA
123
Glen Eagle Advisors
New Jersey
$1.44K
MS
124
Marshall & Sullivan
Washington
$1.04K +$1.01K +52 New
FRA
125
Front Row Advisors
California
$40