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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
126
Howe & Rusling
New York
$19K +$18.9K +1,010 New
Citigroup
127
Citigroup
New York
$17K +$13.5K +722 +469%
EWM
128
Edge Wealth Management
New York
$15K
MA
129
MUFG Americas
New York
$14K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$13K
FCB
131
First Command Bank
Texas
$11K -$15.7K -838 -59%
FCFS
132
First Command Financial Services
Texas
$11K -$15.7K -838 -59%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SPIA
134
Steward Partners Investment Advisory
New York
$9K
ACA
135
Atlas Capital Advisors
Wyoming
$8.04K
HPC
136
HM Payson & Co
Maine
$8K
TIM
137
Tortoise Investment Management
New York
$7K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$4K -$486 -26 -10%
William Blair & Company
139
William Blair & Company
Illinois
$3K +$3.03K +162 +900%
FMP
140
Financial Management Professionals
Texas
$2K
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$2K
AIM
142
Anchor Investment Management
South Carolina
$1.51K
GEA
143
Glen Eagle Advisors
New Jersey
$1.36K
AF
144
Allworth Financial
California
$1K
IBOK
145
Independence Bank of Kentucky
Kentucky
$1K
LWA
146
Lowe Wealth Advisors
Maryland
$1K
TFGT
147
TS Financial Group (TSFG)
Illinois
$1K
FAAS
148
First Allied Advisory Services
California
$1K +$1.31K +70 New
KFS
149
Kelly Financial Services
Massachusetts
$455 +$449 +24 New
GT
150
Glenmede Trust
Pennsylvania
$75