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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Townsend Asset Management
North Carolina
$385K +$213 +8 +0.1%
HG
102
Harbor Group
New Hampshire
$382K +$532 +20 +0.1%
CA
103
Cambridge Advisors
Nebraska
$379K -$12.1K -454 -3%
CCA
104
Cobblestone Capital Advisors
New York
$379K -$3.99K -150 -1%
AOWM
105
Alpha Omega Wealth Management
Virginia
$377K +$108K +4,070 +42%
LIM
106
Leavell Investment Management
Alabama
$367K – – –
AP
107
Appleton Partners
Massachusetts
$358K -$41.5K -1,560 -11%
RSWM
108
Robertson Stephens Wealth Management
California
$355K +$319 +12 +0.1%
TFA
109
Teamwork Financial Advisors
Texas
$333K -$444K -16,676 -58%
EWM
110
Empirical Wealth Management
Washington
$328K +$321K +12,074 New
WFA
111
Wade Financial Advisory
California
$326K – – –
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$323K -$8.31K -312 -3%
IAN
113
Integrated Advisors Network
Texas
$319K -$18.7K -702 -6%
JCM
114
Jag Capital Management
Missouri
$306K – – –
APW
115
Austin Private Wealth
Texas
$306K +$300K +11,256 New
RF
116
RHS Financial
California
$299K -$45.4K -1,706 -13%
PA
117
PFG Advisors
Arizona
$291K +$2.66K +100 +0.9%
SWM
118
SeaCrest Wealth Management
New York
$287K -$15.5K -584 -5%
JLBC
119
J.L. Bainbridge & Co
Florida
$286K – – –
JMPWA
120
JP Morgan Private Wealth Advisors
California
$280K +$274K +10,278 New
Northern Trust
121
Northern Trust
Illinois
$280K +$274K +10,306 New
RRC
122
Relaxing Retirement Coach
Massachusetts
$276K -$133K -5,012 -33%
CP
123
Camelot Portfolios
Ohio
$274K -$3.41K -128 -1%
BJL
124
Brighton Jones LLC
Washington
$268K +$263K +9,868 New
HR
125
Howe & Rusling
New York
$263K +$116K +4,340 +81%