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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
151
Empower Advisory Group
Colorado
$305K +$314K +12,554 New
UCFA
152
United Capital Financial Advisors
Texas
$296K -$100K -4,012 -25%
AA
153
Auxano Advisors
Washington
$290K +$297K +11,900 New
PWM
154
Perigon Wealth Management
California
$283K +$50 +2 +0%
FVWA
155
Foster Victor Wealth Advisors
South Carolina
$282K -$10.8K -434 -4%
CAN
156
Cetera Advisor Networks
California
$276K +$14.6K +584 +5%
MFC
157
Morris Financial Concepts
South Carolina
$273K
SWM
158
Southern Wealth Management
Texas
$273K +$849 +34 +0.3%
PCM
159
Pennsylvania Capital Management
Pennsylvania
$271K
TWP
160
Tempus Wealth Planning
California
$267K +$274K +10,972 New
SWM
161
SeaCrest Wealth Management
New York
$267K -$10.6K -426 -4%
BIG
162
Builder Investment Group
Georgia
$266K +$4.95K +198 +2%
BCM
163
Beck Capital Management
Texas
$261K -$22.3K -894 -8%
JLBC
164
J.L. Bainbridge & Co
Florida
$258K
CPIG
165
Chicago Partners Investment Group
Illinois
$249K +$20.3K +814 +9%
AWS
166
Atria Wealth Solutions
New York
$248K +$10.8K +434 +4%
BAWC
167
Boyce & Associates Wealth Consulting
Texas
$246K +$27.8K +1,112 +12%
GFP
168
Guardian Financial Partners
California
$243K +$22.6K +904 +10%
PWMG
169
Provence Wealth Management Group
California
$243K
RJA
170
Raymond James & Associates
Florida
$235K -$28.2K -1,128 -10%
KIA
171
KCM Investment Advisors
California
$231K +$237K +9,494 New
BJL
172
Brighton Jones LLC
Washington
$230K +$6.64K +266 +3%
PA
173
PFG Advisors
Arizona
$230K +$999 +40 +0.4%
HWM
174
HB Wealth Management
Georgia
$230K -$8.99K -360 -4%
IWM
175
IHT Wealth Management
Illinois
$223K -$42.2K -1,688 -16%