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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCP
126
Cedar Point Capital Partners
Iowa
$1.25M +$71.1K +2,620 +6%
TNA
127
True North Advisors
Texas
$1.2M +$67.8K +2,498 +6%
PMG
128
ProVise Management Group
Florida
$1.19M -$234K -8,632 -17%
Betterment LLC
129
Betterment LLC
New York
$1.17M -$50.1K -1,847 -4%
CFA
130
Cahill Financial Advisors
Minnesota
$1.16M +$28.8K +1,062 +3%
WP
131
Westmount Partners
California
$1.16M
DP
132
DDD Partners
Washington
$1.15M +$19.9K +735 +2%
BC
133
Brio Consultants
California
$1.15M +$1.09M +40,060 New
CA
134
Cambridge Advisors
Nebraska
$1.14M -$378K -13,942 -26%
HWM
135
HB Wealth Management
Georgia
$1.1M -$253K -9,341 -20%
WSFS
136
Wilmington Savings Fund Society
Delaware
$1.08M
CWM
137
Congress Wealth Management
Massachusetts
$1.07M -$30.3K -1,117 -3%
GFP
138
Guardian Financial Partners
California
$1.06M +$138K +5,082 +16%
EWA
139
EP Wealth Advisors
California
$1.05M -$57.5K -2,118 -5%
HFS
140
Howard Financial Services
Texas
$1.05M +$1.36K +50 +0.1%
HF
141
HRT Financial
New York
$1.01M +$956K +35,234 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1M +$86.8K +3,200 +10%
CA
143
CGN Advisors
Kansas
$997K +$1.47K +54 +0.2%
ADL
144
Asset Dedication LLC
California
$992K -$1.27K -47 -0.1%
PWPS
145
Pinnacle Wealth Planning Services
Ohio
$989K +$937K +34,534 New
RMF
146
Red Mountain Financial
Colorado
$982K +$2.01K +74 +0.2%
IC
147
IEQ Capital
California
$948K -$194K -7,162 -18%
LIM
148
Leavell Investment Management
Alabama
$934K -$95.2K -3,510 -10%
EWM
149
Empirical Wealth Management
Washington
$913K -$5.02K -185 -0.6%
HAP
150
Harbor Asset Planning
Massachusetts
$905K +$857K +31,592 New