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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
151
Red Door Wealth Management
Tennessee
$362K +$6.68K +262 +2%
TA
152
Tiedemann Advisors
New York
$355K -$32.8K -1,288 -8%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$348K -$211K -8,294 -37%
MML Investors Services
154
MML Investors Services
Massachusetts
$347K +$6.63K +260 +2%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$339K -$43.8K -1,716 -11%
Northern Trust
156
Northern Trust
Illinois
$335K -$5.51K -216 -2%
Wells Fargo
157
Wells Fargo
California
$333K -$95.8K -3,758 -22%
SOS
158
Silver Oak Securities
Tennessee
$324K +$40.2K +1,576 +13%
BPA
159
Beacon Pointe Advisors
California
$321K +$83.9K +3,292 +33%
WP
160
WMS Partners
Maryland
$320K +$25K +980 +8%
GFP
161
Guardian Financial Partners
California
$312K +$328K +12,856 New
CRC
162
Curi RMB Capital
Illinois
$311K
AP
163
Appleton Partners
Massachusetts
$309K -$8.93K -350 -3%
S
164
SignatureFD
Georgia
$309K +$204K +8,000 +169%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$304K -$43.3K -1,698 -12%
PA
166
PFG Advisors
Arizona
$303K +$32.3K +1,266 +11%
CPIG
167
Chicago Partners Investment Group
Illinois
$301K +$10.6K +416 +3%
TWP
168
Tempus Wealth Planning
California
$300K +$2.96K +116 +0.9%
LPAM
169
Lodestar Private Asset Management
California
$297K -$3.11K -122 -1%
TPA
170
Trivium Point Advisory
Connecticut
$292K +$98.2K +3,850 +45%
AP
171
Adero Partners
California
$292K +$307K +12,034 New
AA
172
Auxano Advisors
Washington
$291K +$2.29K +90 +0.8%
BJL
173
Brighton Jones LLC
Washington
$288K -$306 -12 -0.1%
WPC
174
Wedmont Private Capital
Pennsylvania
$281K +$300K +11,758 New
PWM
175
Perigon Wealth Management
California
$281K -$1.94K -76 -0.7%