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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
151
Jackson Creek Investment Advisors
Colorado
$741K +$61.5K +2,230 +9%
LIA
152
LBMC Investment Advisors
Tennessee
$732K
AWM
153
Aspire Wealth Management
Massachusetts
$729K +$78.3K +2,838 +12%
FFN
154
Focus Financial Network
Minnesota
$666K +$59.1K +2,142 +11%
BCM
155
Brookstone Capital Management
Illinois
$649K -$383K -13,884 -39%
BPA
156
Beacon Pointe Advisors
California
$644K -$25.4K -920 -4%
AF
157
Advisornet Financial
Minnesota
$617K +$5.18K +188 +0.8%
Comerica Bank
158
Comerica Bank
Texas
$604K +$156K +5,654 +35%
QWM
159
Quadcap Wealth Management
Texas
$597K +$599K +21,724 New
TCM
160
Tandem Capital Management
New Jersey
$592K -$17.7K -640 -3%
CCA
161
Clarity Capital Advisors
Florida
$584K
ECM
162
Evergreen Capital Management
Washington
$575K
HS
163
Horan Securities
United States
$572K -$1.66K -60 -0.3%
GFP
164
Guardian Financial Partners
California
$569K +$55.9K +2,026 +11%
CNWM
165
Clay Northam Wealth Management
California
$557K -$5.52K -200 -1%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$552K -$18.4K -668 -3%
CPIG
167
Chicago Partners Investment Group
Illinois
$541K +$69.2K +2,510 +16%
SOS
168
Silver Oak Securities
Tennessee
$528K +$32.1K +1,162 +6%
WRPWM
169
Werba Rubin Papier Wealth Management
California
$499K
MWM
170
Modera Wealth Management
New Jersey
$497K -$24.7K -894 -5%
DAS
171
Dynamic Advisor Solutions
Arizona
$491K +$33.7K +1,220 +7%
JFG
172
JMG Financial Group
Illinois
$486K +$138K +4,996 +39%
OCG
173
Opus Capital Group
Ohio
$477K
CIAS
174
Capital Investment Advisory Services
North Carolina
$476K
CAM
175
Cidel Asset Management
Ontario, Canada
$471K