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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
151
Evoke Wealth
California
$217K – – –
AI
152
Accredited Investors
Minnesota
$210K +$5.15K +216 +2%
RRC
153
Relaxing Retirement Coach
Massachusetts
$208K +$381 +16 +0.2%
BAWC
154
Boyce & Associates Wealth Consulting
Texas
$207K +$1.1K +46 +0.5%
VNA
155
Valley National Advisers
Pennsylvania
$206K -$10.5K -442 -5%
BPA
156
Beacon Pointe Advisors
California
$206K +$1.76K +74 +0.8%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$205K +$21.5K +904 +11%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$195K – – –
PA
159
Parallel Advisors
California
$183K +$39.7K +1,666 +24%
SIM
160
Studio Investment Management
Illinois
$147K -$6.91K -290 -4%
MA
161
MCF Advisors
Kentucky
$142K +$57.8K +2,426 +57%
JP Morgan Chase
162
JP Morgan Chase
New York
$125K -$4.77K -200 -3%
US Bancorp
163
US Bancorp
Minnesota
$118K -$16.6K -696 -11%
HR
164
Howe & Rusling
New York
$114K -$8.15K -342 -6%
William Blair & Company
165
William Blair & Company
Illinois
$107K -$11.7K -490 -9%
GRP
166
Global Retirement Partners
California
$84K -$906 -38 -1%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$82K +$10.1K +424 +12%
FRA
168
Front Row Advisors
California
$74K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$66K +$67.9K +2,850 +1,040%
TCM
170
TD Capital Management
Tennessee
$59K +$66.6K +2,796 New
SBL
171
Sargent Bickham Lagudis
Colorado
$49K +$4.82K +202 +10%
LFG
172
Larson Financial Group
Missouri
$47K +$10K +420 +24%
APA
173
American Portfolios Advisors
New York
$44.9K – – –
BTI
174
Blue Trust Inc
Georgia
$42K +$33.1K +1,388 +289%
UB
175
UMB Bank
Missouri
$40K – – –