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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Capital Advantage
California
$1.03M +$998K +36,588 New
BCM
127
Brookstone Capital Management
Illinois
$1.02M -$145K -5,328 -13%
JAG
128
Journey Advisory Group
Kentucky
$1.01M +$24.2K +886 +3%
DP
129
DDD Partners
Washington
$1.01M +$73.9K +2,710 +8%
CFGA
130
Cambridge Financial Group (Arizona)
Arizona
$995K -$109K -3,984 -10%
TRCT
131
Tower Research Capital (TRC)
New York
$970K +$683K +25,066 +280%
WTA
132
Washington Trust Advisors
Massachusetts
$933K -$70.9K -2,600 -7%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$930K +$403K +14,788 +83%
CFA
134
Cahill Financial Advisors
Minnesota
$923K +$86.1K +3,158 +11%
AAS
135
Avantax Advisory Services
Texas
$877K +$462K +16,956 +123%
CFO
136
CVA Family Office
Colorado
$866K +$49.3K +1,808 +6%
TFS
137
Thoroughbred Financial Services
Tennessee
$855K -$52.5K -1,924 -6%
TAM
138
Townsend Asset Management
North Carolina
$844K -$17.2K -630 -2%
AWM
139
Axxcess Wealth Management
California
$828K -$86.3K -3,166 -10%
FFA
140
Farther Finance Advisors
California
$809K -$7.53K -276 -1%
RA
141
RFG Advisory
Alabama
$803K -$17.8K -654 -2%
DWT
142
Dorsey & Whitney Trust
South Dakota
$783K
IA
143
IFP Advisors
Florida
$764K +$98.5K +3,614 +16%
LIA
144
LBMC Investment Advisors
Tennessee
$760K
EWA
145
EP Wealth Advisors
California
$740K +$102K +3,732 +17%
JCIA
146
Jackson Creek Investment Advisors
Colorado
$706K +$8.4K +308 +1%
BPA
147
Beacon Pointe Advisors
California
$695K +$60K +2,200 +10%
Northern Trust
148
Northern Trust
Illinois
$685K +$278K +10,200 +74%
AWM
149
Aspire Wealth Management
Massachusetts
$676K +$39.5K +1,448 +7%
TCM
150
Tandem Capital Management
New Jersey
$640K