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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
TruWealth Advisors
Louisiana
$476K +$5.34K +214 +1%
OWM
127
OneAscent Wealth Management
Alabama
$471K -$63.5K -2,542 -12%
CIAS
128
Capital Investment Advisory Services
North Carolina
$470K +$450 +18 +0.1%
CA
129
Continuum Advisory
Idaho
$463K -$25.2K -1,008 -5%
WFA
130
Wade Financial Advisory
California
$447K – – –
WRPWM
131
Werba Rubin Papier Wealth Management
California
$441K +$649 +26 +0.1%
TA
132
Tiedemann Advisors
New York
$427K +$1.25K +50 +0.3%
OCG
133
Opus Capital Group
Ohio
$426K +$150 +6 +0%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$425K +$130K +5,208 +43%
EL
135
EMFO LLC
Florida
$423K – – –
CAM
136
Cidel Asset Management
Ontario, Canada
$417K – – –
MA
137
Mutual Advisors
Nebraska
$412K -$2.4K -96 -0.6%
AWM
138
Aspire Wealth Management
Massachusetts
$401K +$133K +5,340 +48%
IA
139
IFP Advisors
Florida
$373K -$234K -9,370 -33%
Truist Financial
140
Truist Financial
North Carolina
$354K +$59.6K +2,388 +20%
AP
141
Appleton Partners
Massachusetts
$350K +$7.29K +292 +2%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$340K -$79.2K -3,170 -19%
AWM
143
AE Wealth Management
Kansas
$338K +$347K +13,904 New
RDWM
144
Red Door Wealth Management
Tennessee
$338K – – –
Northern Trust
145
Northern Trust
Illinois
$337K +$82.8K +3,316 +32%
MML Investors Services
146
MML Investors Services
Massachusetts
$330K +$5.44K +218 +2%
BPA
147
Beacon Pointe Advisors
California
$326K +$101K +4,062 +43%
NCM
148
Novare Capital Management
North Carolina
$321K +$329K +13,184 New
CRC
149
Curi RMB Capital
Illinois
$312K – – –
SFA
150
Sequoia Financial Advisors
Ohio
$312K +$93.4K +3,740 +41%