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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$29K +$12.8K +628 +78%
CPIG
102
Chicago Partners Investment Group
Illinois
$22K – – –
Deutsche Bank
103
Deutsche Bank
Germany
$22K +$22.2K +1,084 New
ME
104
McIlrath & Eck
Washington
$20K – – –
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$19K +$19.1K +934 New
EWM
106
Edge Wealth Management
New York
$17K – – –
WC
107
Whitney & Co
New York
$17K – – –
ASN
108
Advisory Services Network
Georgia
$15K – – –
VFA
109
Valeo Financial Advisors
Indiana
$14K – – –
GAM
110
Gemmer Asset Management
California
$12K – – –
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$2.95K +144 +31%
AAP
112
Arax Advisory Partners
Colorado
$11K +$11.4K +558 New
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$11K +$11.5K +560 New
TIM
114
Tortoise Investment Management
New York
$8K – – –
APA
115
American Portfolios Advisors
New York
$7.13K – – –
BWM
116
BerganKDV Wealth Management
Minnesota
$7K – – –
RFC
117
Regions Financial Corp
Alabama
$7K – – –
FHB
118
First Hawaiian Bank
Hawaii
$7K +$6.63K +324 New
ML
119
McAdam LLC
Pennsylvania
$6K – – –
APP
120
Avantax Planning Partners
Iowa
$5K +$5.48K +268 New
GI
121
Gradient Investments
Minnesota
$3K -$1.76K -86 -37%
Citigroup
122
Citigroup
New York
$3K +$41 +2 +1%
RFA
123
Reilly Financial Advisors
California
$3K +$2.62K +128 New
Financial Engines Advisors
124
Financial Engines Advisors
California
$3K +$2.78K +136 New
AIM
125
Anchor Investment Management
South Carolina
$2.04K +$2.05K +100 New