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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$11K – – –
AC
127
AlphaCore Capital
California
$10K -$76.8K -4,334 -85%
MA
128
MUFG Americas
New York
$10K – – –
GRP
129
Global Retirement Partners
California
$10K +$13.6K +770 New
FCB
130
First Command Bank
Texas
$8K – – –
FCFS
131
First Command Financial Services
Texas
$8K – – –
FWM
132
Filbrandt Wealth Management
Wisconsin
$8K +$10.4K +584 New
SPIA
133
Steward Partners Investment Advisory
New York
$6K -$496 -28 -5%
EWM
134
Edge Wealth Management
New York
$6K – – –
ACA
135
Atlas Capital Advisors
Wyoming
$5.51K +$35 +2 +0.5%
TIM
136
Tortoise Investment Management
New York
$5K – – –
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
CA
138
Clearstead Advisors
Ohio
$5K +$7.51K +424 New
HFS
139
Hantz Financial Services
Michigan
$4K +$5.71K +322 New
BWL
140
Bogart Wealth LLC
Virginia
$3K +$4.64K +262 New
BAM
141
Bellevue Asset Management
Washington
$2K – – –
FMP
142
Financial Management Professionals
Texas
$2K +$390 +22 +20%
CAAS
143
Capital Asset Advisory Services
Michigan
$2K +$2.16K +122 New
JFA
144
JNBA Financial Advisors
Minnesota
$2K +$3.33K +188 New
AWA
145
Arkadios Wealth Advisors
Georgia
$1.66K – – –
AIM
146
Anchor Investment Management
South Carolina
$1.03K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1K -$110K -6,196 -98%
LWA
148
Lowe Wealth Advisors
Maryland
$1K – – –
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TFGT
150
TS Financial Group (TSFG)
Illinois
$1K – – –