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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$19K +$18.7K +1,000 New
HR
127
Howe & Rusling
New York
$19K +$18.9K +1,010 New
Citigroup
128
Citigroup
New York
$17K +$13.5K +722 +469%
EWM
129
Edge Wealth Management
New York
$15K – – –
MA
130
MUFG Americas
New York
$14K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$13K – – –
FCB
132
First Command Bank
Texas
$11K -$15.7K -838 -59%
FCFS
133
First Command Financial Services
Texas
$11K -$15.7K -838 -59%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
SPIA
135
Steward Partners Investment Advisory
New York
$9K – – –
ACA
136
Atlas Capital Advisors
Wyoming
$8.04K – – –
HPC
137
HM Payson & Co
Maine
$8K – – –
TIM
138
Tortoise Investment Management
New York
$7K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$4K -$486 -26 -10%
William Blair & Company
140
William Blair & Company
Illinois
$3K +$3.03K +162 +900%
FMP
141
Financial Management Professionals
Texas
$2K – – –
MSFP
142
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
AIM
143
Anchor Investment Management
South Carolina
$1.51K – – –
GEA
144
Glen Eagle Advisors
New Jersey
$1.36K – – –
AF
145
Allworth Financial
California
$1K – – –
IBOK
146
Independence Bank of Kentucky
Kentucky
$1K – – –
LWA
147
Lowe Wealth Advisors
Maryland
$1K – – –
TFGT
148
TS Financial Group (TSFG)
Illinois
$1K – – –
FAAS
149
First Allied Advisory Services
California
$1K +$1.31K +70 New
KFS
150
Kelly Financial Services
Massachusetts
$455 +$449 +24 New