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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MUFG Americas
New York
$14K – – –
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$13K – – –
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
SPIA
129
Steward Partners Investment Advisory
New York
$9K +$9.88K +526 New
ACA
130
Atlas Capital Advisors
Wyoming
$8.03K +$7.96K +424 New
HPC
131
HM Payson & Co
Maine
$8K +$7.51K +400 New
KCPG
132
Kavar Capital Partners Group
Kansas
$8K +$7.51K +400 New
BWM
133
BerganKDV Wealth Management
Minnesota
$7K – – –
TIM
134
Tortoise Investment Management
New York
$7K – – –
RIA
135
Realta Investment Advisors
Delaware
$7K +$5.75K +306 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.17K +222 +854%
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
WA
148
WESPAC Advisors
California
– -$251K -13,476 Closed
QCG
149
Quadrant Capital Group
Ohio
– -$139K -7,518 Closed
TWA
150
TCI Wealth Advisors
Arizona
– -$49K -2,648 Closed