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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$128K
VFA
102
Valeo Financial Advisors
Indiana
$117K -$22.7K -1,352 -16%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$103K -$6.08K -362 -6%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$90K -$18K -1,070 -16%
HR
105
Howe & Rusling
New York
$88K
AIP
106
Ameritas Investment Partners
Nebraska
$74K
LGWM
107
Litman Gregory Wealth Management
California
$74K
FRA
108
Front Row Advisors
California
$59K
GRP
109
Global Retirement Partners
California
$58K
PS
110
Planned Solutions
California
$48K +$48.3K +2,878 New
SIAS
111
Shine Investment Advisory Services
Colorado
$42K
ACA
112
Aptus Capital Advisors
Alabama
$34K
APA
113
American Portfolios Advisors
New York
$32K -$17.6K -1,050 -35%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$28K
SIM
115
Sonora Investment Management
Arizona
$27K +$24.8K +1,480 +925%
SMG
116
Spectrum Management Group
Indiana
$26K
ASN
117
Advisory Services Network
Georgia
$26K +$26.2K +1,564 New
GT
118
Glenmede Trust
Pennsylvania
$25K +$26.3K +1,570 New
LWA
119
Lenox Wealth Advisors
New York
$22K
Citigroup
120
Citigroup
New York
$19K -$2.55K -152 -12%
ME
121
McIlrath & Eck
Washington
$19K
NFG
122
Next Financial Group
Texas
$19K +$18.9K +1,124 New
CPW
123
Catalyst Private Wealth
California
$19K +$19.1K +1,136 New
FP
124
Financial Perspectives
Minnesota
$18K
HFA
125
Hoover Financial Advisors
Pennsylvania
$17K