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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$276K -$4K -162 -1%
Brown Advisory
127
Brown Advisory
Maryland
$275K
SWM
128
SeaCrest Wealth Management
New York
$270K +$691 +28 +0.2%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$269K +$104K +4,194 +54%
PWM
130
Perigon Wealth Management
California
$263K +$11.6K +468 +4%
MFC
131
Morris Financial Concepts
South Carolina
$256K -$247 -10 -0.1%
CGPCS
132
Capital Group Private Client Services
California
$253K -$8.94K -362 -3%
SWM
133
Southern Wealth Management
Texas
$251K +$543 +22 +0.2%
RSWM
134
Robertson Stephens Wealth Management
California
$246K
WG
135
Welch Group
Alabama
$245K
CP
136
Camelot Portfolios
Ohio
$244K -$27.6K -1,116 -9%
Northern Trust
137
Northern Trust
Illinois
$238K -$7.65K -310 -3%
JLBC
138
J.L. Bainbridge & Co
Florida
$238K
CCA
139
Cobblestone Capital Advisors
New York
$235K
CAM
140
Cresset Asset Management
Illinois
$234K +$255K +10,340 New
EW
141
Evoke Wealth
California
$231K
FPAS
142
Focus Partners Advisor Solutions
Missouri
$228K -$130K -5,280 -34%
CAN
143
Cetera Advisor Networks
California
$224K -$49.5K -2,006 -17%
IAN
144
Integrated Advisors Network
Texas
$224K -$32.9K -1,332 -12%
RRC
145
Relaxing Retirement Coach
Massachusetts
$222K +$346 +14 +0.1%
BPA
146
Beacon Pointe Advisors
California
$219K -$28.1K -1,140 -11%
BAWC
147
Boyce & Associates Wealth Consulting
Texas
$219K -$5.28K -214 -2%
AI
148
Accredited Investors
Minnesota
$219K +$239K +9,670 New
VNA
149
Valley National Advisers
Pennsylvania
$218K -$4.94K -200 -2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$206K -$227K -9,210 -50%