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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tempus Wealth Planning
California
$310K +$31.2K +1,298 +12%
WP
152
WMS Partners
Maryland
$308K +$293K +12,220 New
BJL
153
Brighton Jones LLC
Washington
$300K +$58.4K +2,434 +26%
SOS
154
Silver Oak Securities
Tennessee
$297K +$283K +11,776 New
FVWA
155
Foster Victor Wealth Advisors
South Carolina
$297K +$288 +12 +0.1%
PWM
156
Perigon Wealth Management
California
$294K +$96 +4 +0%
JIC
157
Johnson Investment Counsel
Ohio
$290K +$70.3K +2,930 +34%
AA
158
Auxano Advisors
Washington
$290K
Empower Advisory Group
159
Empower Advisory Group
Colorado
$286K -$28.8K -1,200 -10%
PA
160
PFG Advisors
Arizona
$283K +$42.4K +1,768 +19%
MFC
161
Morris Financial Concepts
South Carolina
$282K -$480 -20 -0.2%
FLPIM
162
F.L. Putnam Investment Management
Massachusetts
$280K +$56.5K +2,354 +27%
BIG
163
Builder Investment Group
Georgia
$279K +$3.36K +140 +1%
SWM
164
SeaCrest Wealth Management
New York
$277K +$672 +28 +0.3%
Renaissance Technologies
165
Renaissance Technologies
New York
$272K +$259K +10,800 New
JLBC
166
J.L. Bainbridge & Co
Florida
$268K
GW
167
GW & Wade
Massachusetts
$261K +$248K +10,334 New
SBH
168
Segall Bryant & Hamill
Illinois
$258K +$246K +10,236 New
DAS
169
Dynamic Advisor Solutions
Arizona
$258K +$246K +10,230 New
BAWC
170
Boyce & Associates Wealth Consulting
Texas
$255K -$7.15K -298 -3%
RJA
171
Raymond James & Associates
Florida
$254K +$10.2K +426 +4%
PWMG
172
Provence Wealth Management Group
California
$252K
BPA
173
Beacon Pointe Advisors
California
$251K -$82.9K -3,452 -26%
Fisher Asset Management
174
Fisher Asset Management
Washington
$244K +$232K +9,684 New
HWM
175
HB Wealth Management
Georgia
$238K +$192 +8 +0.1%