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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$305K +$350 +14 +0.1%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$305K +$314K +12,554 New
UCFA
153
United Capital Financial Advisors
Texas
$296K -$100K -4,012 -25%
AA
154
Auxano Advisors
Washington
$290K +$297K +11,900 New
PWM
155
Perigon Wealth Management
California
$283K +$50 +2 +0%
FVWA
156
Foster Victor Wealth Advisors
South Carolina
$282K -$10.8K -434 -4%
CAN
157
Cetera Advisor Networks
California
$276K +$14.6K +584 +5%
MFC
158
Morris Financial Concepts
South Carolina
$273K – – –
SWM
159
Southern Wealth Management
Texas
$273K +$849 +34 +0.3%
PCM
160
Pennsylvania Capital Management
Pennsylvania
$271K – – –
TWP
161
Tempus Wealth Planning
California
$267K +$274K +10,972 New
SWM
162
SeaCrest Wealth Management
New York
$267K -$10.6K -426 -4%
BIG
163
Builder Investment Group
Georgia
$266K +$4.95K +198 +2%
BCM
164
Beck Capital Management
Texas
$261K -$22.3K -894 -8%
JLBC
165
J.L. Bainbridge & Co
Florida
$258K – – –
CPIG
166
Chicago Partners Investment Group
Illinois
$249K +$20.3K +814 +9%
AWS
167
Atria Wealth Solutions
New York
$248K +$10.8K +434 +4%
BAWC
168
Boyce & Associates Wealth Consulting
Texas
$246K +$27.8K +1,112 +12%
GFP
169
Guardian Financial Partners
California
$243K +$22.6K +904 +10%
PWMG
170
Provence Wealth Management Group
California
$243K – – –
RJA
171
Raymond James & Associates
Florida
$235K -$28.2K -1,128 -10%
KIA
172
KCM Investment Advisors
California
$231K +$237K +9,494 New
BJL
173
Brighton Jones LLC
Washington
$230K +$6.64K +266 +3%
PA
174
PFG Advisors
Arizona
$230K +$999 +40 +0.4%
HWM
175
HB Wealth Management
Georgia
$230K -$8.99K -360 -4%