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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
126
Leavell Investment Management
Alabama
$1.14M -$259K -9,400 -19%
PWMA
127
Pension & Wealth Management Advisors
Massachusetts
$1.09M -$59.3K -2,150 -5%
WP
128
WMS Partners
Maryland
$1.09M -$63.7K -2,308 -6%
CA
129
CGN Advisors
Kansas
$1.07M +$36.1K +1,310 +3%
AAS
130
Avantax Advisory Services
Texas
$1.03M +$187K +6,782 +22%
CPCP
131
Cedar Point Capital Partners
Iowa
$1.03M +$23.6K +856 +2%
DP
132
DDD Partners
Washington
$1M +$30.1K +1,092 +3%
HFS
133
Howard Financial Services
Texas
$995K
FFA
134
Farther Finance Advisors
California
$980K +$203K +7,360 +26%
Jane Street
135
Jane Street
New York
$973K -$25.9K -938 -3%
CFA
136
Cahill Financial Advisors
Minnesota
$962K +$73.3K +2,658 +8%
CFGA
137
Cambridge Financial Group (Arizona)
Arizona
$958K -$165 -6 -0%
IA
138
IFP Advisors
Florida
$955K +$220K +7,992 +30%
RMF
139
Red Mountain Financial
Colorado
$923K +$927K +33,624 New
JAG
140
Journey Advisory Group
Kentucky
$888K -$86.6K -3,140 -9%
RA
141
RFG Advisory
Alabama
$885K +$113K +4,082 +14%
APW
142
Austin Private Wealth
Texas
$862K -$321K -11,634 -27%
WTA
143
Washington Trust Advisors
Massachusetts
$822K -$76K -2,754 -8%
TFS
144
Thoroughbred Financial Services
Tennessee
$816K -$7.17K -260 -0.9%
TAM
145
Townsend Asset Management
North Carolina
$796K -$16.5K -600 -2%
CFO
146
CVA Family Office
Colorado
$783K -$50.6K -1,836 -6%
MA
147
Mutual Advisors
Nebraska
$777K +$141K +5,118 +24%
Northern Trust
148
Northern Trust
Illinois
$776K +$117K +4,230 +18%
AWM
149
Axxcess Wealth Management
California
$767K -$30.2K -1,096 -4%
DWT
150
Dorsey & Whitney Trust
South Dakota
$754K