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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
151
Washington Trust Advisors
Massachusetts
$848K – – –
CFO
152
CVA Family Office
Colorado
$845K +$2.26K +74 +0.3%
Wealthfront Advisers
153
Wealthfront Advisers
California
$835K +$339K +11,085 +65%
DWT
154
Dorsey & Whitney Trust
South Dakota
$816K – – –
Comerica Bank
155
Comerica Bank
Texas
$811K +$32.1K +1,050 +4%
JCIA
156
Jackson Creek Investment Advisors
Colorado
$809K +$15.8K +516 +2%
LIA
157
LBMC Investment Advisors
Tennessee
$792K – – –
GFP
158
Guardian Financial Partners
California
$787K +$99.6K +3,261 +14%
SEIA
159
Signature Estate & Investment Advisors
California
$756K +$65.8K +2,153 +9%
MA
160
Mutual Advisors
Nebraska
$732K -$812K -26,597 -52%
Citadel Advisors
161
Citadel Advisors
Florida
$728K +$257K +8,427 +52%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$703K – – –
DWM
163
Dechtman Wealth Management
Colorado
$687K -$571K -18,690 -45%
E
164
EntreWealth
Texas
$679K +$352K +11,524 New
FFN
165
Focus Financial Network
Minnesota
$658K -$17K -555 -2%
TCM
166
Tandem Capital Management
New Jersey
$651K +$3.05K +100 +0.5%
CCA
167
Clarity Capital Advisors
Florida
$640K +$3.42K +112 +0.5%
TRCT
168
Tower Research Capital (TRC)
New York
$637K -$252K -8,251 -28%
AF
169
Advisornet Financial
Minnesota
$634K -$25.5K -835 -4%
HS
170
Horan Securities
United States
$627K +$183 +6 +0%
BWM
171
BCS Wealth Management
Tennessee
$619K +$636K +20,828 New
QWM
172
Quadcap Wealth Management
Texas
$611K – – –
MWM
173
Modera Wealth Management
New Jersey
$601K +$76.7K +2,511 +14%
FFA
174
Farther Finance Advisors
California
$595K -$122K -4,010 -17%
AV
175
Aspiring Ventures
Ohio
$586K +$587K +19,219 New