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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$116K +$100K +5,188 +2,594%
HR
127
Howe & Rusling
New York
$115K
LGWM
128
Litman Gregory Wealth Management
California
$96K
Wells Fargo
129
Wells Fargo
California
$95K +$75.7K +3,924 +779%
GRP
130
Global Retirement Partners
California
$75K
FFA
131
Freedman Financial Associates
Massachusetts
$66K +$58.9K +3,056 New
FPCG
132
Fort Pitt Capital Group
Pennsylvania
$66K +$59.5K +3,086 New
FRA
133
Front Row Advisors
California
$62K
PS
134
Planned Solutions
California
$62K
FCH
135
Freestone Capital Holdings
Washington
$52.6K +$47.2K +2,450 New
SFP
136
Sterling Financial Planning
New Jersey
$38K +$34K +1,764 New
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$36K
APA
138
American Portfolios Advisors
New York
$35.6K -$5.4K -280 -14%
ASN
139
Advisory Services Network
Georgia
$34K +$578 +30 +2%
LWA
140
Lenox Wealth Advisors
New York
$28K
SL
141
Savior LLC
Massachusetts
$26K +$16.2K +840 +235%
QCG
142
Quadrant Capital Group
Ohio
$26K +$23.4K +1,212 New
ME
143
McIlrath & Eck
Washington
$25K
NFG
144
Next Financial Group
Texas
$25K +$1K +52 +5%
Citigroup
145
Citigroup
New York
$24K
BFC
146
Bedel Financial Consulting
Indiana
$24K +$18.6K +966 +589%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$24K +$20.8K +1,080 New
BWM
148
BerganKDV Wealth Management
Minnesota
$24K +$21.6K +1,120 New
FP
149
Financial Perspectives
Minnesota
$23.3K
HFA
150
Hoover Financial Advisors
Pennsylvania
$23K