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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$13K
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SPIA
128
Steward Partners Investment Advisory
New York
$9K +$9.88K +526 New
ACA
129
Atlas Capital Advisors
Wyoming
$8.03K +$7.96K +424 New
HPC
130
HM Payson & Co
Maine
$8K +$7.51K +400 New
KCPG
131
Kavar Capital Partners Group
Kansas
$8K +$7.51K +400 New
BWM
132
BerganKDV Wealth Management
Minnesota
$7K
TIM
133
Tortoise Investment Management
New York
$7K
RIA
134
Realta Investment Advisors
Delaware
$7K +$5.75K +306 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.17K +222 +854%
ACA
136
Ackerman Capital Advisors
Texas
$4.63K -$89.6K -4,770 -2%
Citigroup
137
Citigroup
New York
$3K
FMP
138
Financial Management Professionals
Texas
$2K
MSFP
139
Mark Sheptoff Financial Planning
Connecticut
$2K
AIM
140
Anchor Investment Management
South Carolina
$1.51K
GEA
141
Glen Eagle Advisors
New Jersey
$1.36K
SIM
142
Sonora Investment Management
Arizona
$1K -$4.51K -240 -83%
AF
143
Allworth Financial
California
$1K
IBOK
144
Independence Bank of Kentucky
Kentucky
$1K
LWA
145
Lowe Wealth Advisors
Maryland
$1K
TFGT
146
TS Financial Group (TSFG)
Illinois
$1K
TL
147
TrueWealth LLC
Georgia
$1K +$526 +28 New
GT
148
Glenmede Trust
Pennsylvania
$75 -$103K -5,484 -58%
WA
149
WESPAC Advisors
California
-$251K -13,476 Closed
QCG
150
Quadrant Capital Group
Ohio
-$139K -7,518 Closed