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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
151
Welch Group
Alabama
$264K +$266K +11,318 New
MFC
152
Morris Financial Concepts
South Carolina
$262K -$29.6K -1,260 -10%
SWM
153
Southern Wealth Management
Texas
$261K +$1.22K +52 +0.5%
AWM
154
Aspire Wealth Management
Massachusetts
$260K -$6.82K -290 -3%
IWM
155
IHT Wealth Management
Illinois
$253K -$22.3K -948 -8%
CPIG
156
Chicago Partners Investment Group
Illinois
$253K +$225K +9,558 New
RJA
157
Raymond James & Associates
Florida
$252K +$253K +10,772 New
CAN
158
Cetera Advisor Networks
California
$252K -$57.6K -2,446 -19%
BIG
159
Builder Investment Group
Georgia
$251K +$252K +10,730 New
Brown Advisory
160
Brown Advisory
Maryland
$249K -$23.5K -1,000 -9%
JLBC
161
J.L. Bainbridge & Co
Florida
$248K +$2.12K +90 +0.9%
Northern Trust
162
Northern Trust
Illinois
$246K -$988 -42 -0.4%
LCM
163
Liberty Capital Management
Michigan
$245K +$247K +10,494 New
CCA
164
Cobblestone Capital Advisors
New York
$243K
EW
165
Evoke Wealth
California
$239K
MPW
166
MGO Private Wealth
California
$236K -$3.67K -156 -2%
IAN
167
Integrated Advisors Network
Texas
$235K -$11.6K -492 -5%
PWMG
168
Provence Wealth Management Group
California
$234K +$235K +10,000 New
RRC
169
Relaxing Retirement Coach
Massachusetts
$230K +$376 +16 +0.2%
HWM
170
HB Wealth Management
Georgia
$229K +$231K +9,804 New
AWS
171
Atria Wealth Solutions
New York
$228K +$229K +9,748 New
PIMG
172
Patriot Investment Management Group
Tennessee
$226K +$208K +8,850 New
PA
173
PFG Advisors
Arizona
$220K +$221K +9,404 New
BPA
174
Beacon Pointe Advisors
California
$218K -$8.42K -358 -4%
BAWC
175
Boyce & Associates Wealth Consulting
Texas
$217K -$9.84K -418 -4%