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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$7K
TIM
127
Tortoise Investment Management
New York
$7K
APA
128
American Portfolios Advisors
New York
$6.52K +$6.42K +350 New
FHB
129
First Hawaiian Bank
Hawaii
$6K
GI
130
Gradient Investments
Minnesota
$5K +$4.99K +272 New
SIM
131
Sonora Investment Management
Arizona
$5K +$5.32K +290 New
ACA
132
Ackerman Capital Advisors
Texas
$4.67K +$169K +9,196 +4%
Citigroup
133
Citigroup
New York
$3K
WT
134
Whittier Trust
California
$3K +$3.04K +166 New
FMP
135
Financial Management Professionals
Texas
$2K
S
136
SignatureFD
Georgia
$2K
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.91K +104 New
AIM
138
Anchor Investment Management
South Carolina
$1.49K -$367 -20 -20%
GEA
139
Glen Eagle Advisors
New Jersey
$1.34K
AF
140
Allworth Financial
California
$1K
TFGT
141
TS Financial Group (TSFG)
Illinois
$1K +$991 +54 New
IBOK
142
Independence Bank of Kentucky
Kentucky
$1K +$1.06K +58 New
GT
143
Glenmede Trust
Pennsylvania
$176 +$168K +9,158 +2,844%
FC
144
Financial Consulate
Maryland
-$1.43M -87,226 Closed
AI
145
Atria Investments
North Carolina
-$1.07M -65,056 Closed
SWM
146
SVA Wealth Management
Wisconsin
-$545K -33,184 Closed
RF
147
RHS Financial
California
-$310K -18,882 Closed
SFS
148
Summit Financial Strategies
Ohio
-$293K -17,844 Closed
JIC
149
Johnson Investment Counsel
Ohio
-$234K -14,328 Closed
TCM
150
Tradewinds Capital Management
Washington
-$86K -5,220 Closed