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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
126
OneAscent Wealth Management
Alabama
$471K -$63.5K -2,542 -12%
CIAS
127
Capital Investment Advisory Services
North Carolina
$470K +$450 +18 +0.1%
CA
128
Continuum Advisory
Idaho
$463K -$25.2K -1,008 -5%
WFA
129
Wade Financial Advisory
California
$447K
WRPWM
130
Werba Rubin Papier Wealth Management
California
$441K +$649 +26 +0.1%
TA
131
Tiedemann Advisors
New York
$427K +$1.25K +50 +0.3%
OCG
132
Opus Capital Group
Ohio
$426K +$150 +6 +0%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$425K +$130K +5,208 +43%
EL
134
EMFO LLC
Florida
$423K
CAM
135
Cidel Asset Management
Ontario, Canada
$417K
MA
136
Mutual Advisors
Nebraska
$412K -$2.4K -96 -0.6%
AWM
137
Aspire Wealth Management
Massachusetts
$401K +$133K +5,340 +48%
IA
138
IFP Advisors
Florida
$373K -$234K -9,370 -33%
Truist Financial
139
Truist Financial
North Carolina
$354K +$59.6K +2,388 +20%
AP
140
Appleton Partners
Massachusetts
$350K +$7.29K +292 +2%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$340K -$79.2K -3,170 -19%
AWM
142
AE Wealth Management
Kansas
$338K +$347K +13,904 New
RDWM
143
Red Door Wealth Management
Tennessee
$338K
Northern Trust
144
Northern Trust
Illinois
$337K +$82.8K +3,316 +32%
MML Investors Services
145
MML Investors Services
Massachusetts
$330K +$5.44K +218 +2%
BPA
146
Beacon Pointe Advisors
California
$326K +$101K +4,062 +43%
NCM
147
Novare Capital Management
North Carolina
$321K +$329K +13,184 New
CRC
148
Curi RMB Capital
Illinois
$312K
SFA
149
Sequoia Financial Advisors
Ohio
$312K +$93.4K +3,740 +41%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$305K +$350 +14 +0.1%