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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
151
JP Morgan Private Wealth Advisors
California
$251K -$76.1K -2,762 -23%
VNA
152
Valley National Advisers
Pennsylvania
$251K -$1.65K -60 -0.7%
SW
153
SVB Wealth
Massachusetts
$250K -$231K -8,378 -48%
PCMK
154
Paragon Capital Management (Kansas)
Kansas
$247K +$1.49K +54 +0.6%
PWM
155
Perigon Wealth Management
California
$240K +$238K +8,642 New
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$239K +$237K +8,604 New
CAN
157
Cetera Advisor Networks
California
$238K +$236K +8,560 New
Betterment LLC
158
Betterment LLC
New York
$233K +$230K +8,362 New
VCM
159
Vigilant Capital Management
Maine
$226K +$224K +8,114 New
SFWA
160
Summit Financial Wealth Advisors
Louisiana
$224K -$3.91K -142 -2%
CTFG
161
Capstone Triton Financial Group
Oklahoma
$224K
JIC
162
Johnson Investment Counsel
Ohio
$221K -$92.2K -3,346 -30%
SWP
163
Strategic Wealth Partners
Ohio
$214K
AWM
164
Aspire Wealth Management
Massachusetts
$213K +$211K +7,652 New
MML Investors Services
165
MML Investors Services
Massachusetts
$212K +$220 +8 +0.1%
TPA
166
Trivium Point Advisory
Connecticut
$208K +$207K +7,496 New
SFS
167
Summit Financial Strategies
Ohio
$203K +$201K +7,296 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$201K +$140K +5,070 +238%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$200K +$16.9K +612 +9%
JP Morgan Chase
170
JP Morgan Chase
New York
$200K +$48.6K +1,764 +32%
William Blair & Company
171
William Blair & Company
Illinois
$199K +$54.6K +1,982 +38%
US Bancorp
172
US Bancorp
Minnesota
$150K -$11.5K -418 -7%
HR
173
Howe & Rusling
New York
$149K -$11.3K -410 -7%
SWM
174
Spire Wealth Management
Virginia
$114K -$3.36K -122 -3%
FRA
175
Front Row Advisors
California
$97K