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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Continuum Advisory
Idaho
$490K +$9.84K +410 +2%
CIAS
127
Capital Investment Advisory Services
North Carolina
$487K
IA
128
IFP Advisors
Florida
$480K +$6.96K +290 +2%
WFA
129
Wade Financial Advisory
California
$463K
WRPWM
130
Werba Rubin Papier Wealth Management
California
$458K +$816 +34 +0.2%
MA
131
Mutual Advisors
Nebraska
$441K +$13.2K +550 +3%
Wells Fargo
132
Wells Fargo
California
$441K -$407K -16,934 -49%
EL
133
EMFO LLC
Florida
$438K
OCG
134
Opus Capital Group
Ohio
$437K -$3.6K -150 -0.9%
CAM
135
Cidel Asset Management
Ontario, Canada
$433K
NCM
136
Novare Capital Management
North Carolina
$408K +$72K +3,000 +23%
TA
137
Tiedemann Advisors
New York
$402K -$39.1K -1,630 -9%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$386K +$32.6K +1,356 +10%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$384K -$54.8K -2,284 -13%
RDWM
140
Red Door Wealth Management
Tennessee
$370K +$18.4K +768 +6%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$359K +$40.5K +1,686 +13%
MML Investors Services
142
MML Investors Services
Massachusetts
$355K +$11.7K +486 +4%
Northern Trust
143
Northern Trust
Illinois
$354K +$5.18K +216 +2%
DWM
144
Dechtman Wealth Management
Colorado
$342K +$326K +13,560 New
CPIG
145
Chicago Partners Investment Group
Illinois
$336K +$56.6K +2,356 +23%
AP
146
Appleton Partners
Massachusetts
$331K -$31K -1,292 -9%
PCM
147
Pennsylvania Capital Management
Pennsylvania
$324K +$40.9K +1,702 +15%
CRC
148
Curi RMB Capital
Illinois
$323K
ECM
149
Evergreen Capital Management
Washington
$317K +$302K +12,574 New
LPAM
150
Lodestar Private Asset Management
California
$312K +$297K +12,366 New