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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
101
Financial Synergies Wealth Advisors
Texas
$573K -$12.1K -516 -2%
AI
102
Accredited Investors
Minnesota
$573K +$345K +14,652 +148%
CFA
103
Cahill Financial Advisors
Minnesota
$572K -$16.4K -698 -3%
IA
104
IFP Advisors
Florida
$568K -$44.5K -1,892 -6%
VC
105
Vicus Capital
Pennsylvania
$563K +$567K +24,082 New
JCIA
106
Jackson Creek Investment Advisors
Colorado
$559K +$14.7K +626 +3%
GWM
107
GSB Wealth Management
Connecticut
$554K +$558K +23,720 New
JMPWA
108
JP Morgan Private Wealth Advisors
California
$552K +$556K +23,626 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$550K +$3.86K +164 +0.7%
DWT
110
Dorsey & Whitney Trust
South Dakota
$533K +$537K +22,822 New
TCM
111
Tandem Capital Management
New Jersey
$530K +$534K +22,700 New
AF
112
Advisornet Financial
Minnesota
$528K -$5.88K -250 -1%
OWM
113
OneAscent Wealth Management
Alabama
$512K -$60.7K -2,580 -11%
JP Morgan Chase
114
JP Morgan Chase
New York
$493K +$358K +15,226 +258%
CNWM
115
Clay Northam Wealth Management
California
$478K -$14.1K -600 -3%
Betterment LLC
116
Betterment LLC
New York
$477K +$28.7K +1,220 +6%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$473K +$102K +4,330 +27%
CA
118
Continuum Advisory
Idaho
$468K +$5.41K +230 +1%
TA
119
TruWealth Advisors
Louisiana
$452K +$13.8K +588 +3%
CIAS
120
Capital Investment Advisory Services
North Carolina
$450K -$70.6K -3,000 -13%
FPAS
121
Focus Partners Advisor Solutions
Missouri
$433K +$121K +5,156 +39%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$433K -$518 -22 -0.1%
WFA
123
Wade Financial Advisory
California
$429K +$10.7K +456 +3%
WRPWM
124
Werba Rubin Papier Wealth Management
California
$423K +$426K +18,104 New
EWA
125
EP Wealth Advisors
California
$422K -$57.1K -2,428 -12%