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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
151
Financial Synergies Wealth Advisors
Texas
$573K +$141K +5,696 +30%
CNWM
152
Clay Northam Wealth Management
California
$567K
HS
153
Horan Securities
United States
$565K +$1.69K +68 +0.3%
RF
154
RHS Financial
California
$558K +$23.4K +944 +5%
CA
155
Continuum Advisory
Idaho
$509K -$19.6K -790 -4%
WRPWM
156
Werba Rubin Papier Wealth Management
California
$503K
WFA
157
Wade Financial Advisory
California
$501K
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$493K +$442K +17,810 New
OCG
159
Opus Capital Group
Ohio
$480K
CIAS
160
Capital Investment Advisory Services
North Carolina
$479K -$49.5K -1,996 -10%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$478K +$3.67K +148 +0.9%
CAM
162
Cidel Asset Management
Ontario, Canada
$475K
GFP
163
Guardian Financial Partners
California
$470K +$102K +4,120 +32%
MA
164
Mutual Advisors
Nebraska
$466K -$46.2K -1,864 -10%
MML Investors Services
165
MML Investors Services
Massachusetts
$458K +$54.9K +2,214 +15%
LFG
166
Larson Financial Group
Missouri
$447K +$310K +12,518 +344%
CA
167
Clearstead Advisors
Ohio
$446K +$394K +15,890 +6,969%
OWM
168
OneAscent Wealth Management
Alabama
$444K -$893 -36 -0.2%
Renaissance Technologies
169
Renaissance Technologies
New York
$443K -$382K -15,400 -49%
MWM
170
Modera Wealth Management
New Jersey
$418K +$106K +4,286 +40%
RDWM
171
Red Door Wealth Management
Tennessee
$413K
CIS
172
Custom Index Systems
New York
$408K +$366K +14,760 New
AG
173
AlTi Global
New York
$407K +$365K +14,714 New
MCM
174
Mengis Capital Management
Oregon
$401K +$359K +14,484 New
TPA
175
Trivium Point Advisory
Connecticut
$393K +$43.7K +1,764 +14%