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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
176
Cherry Tree Wealth Management
Minnesota
$234K +$223K +9,276 New
IWM
177
IHT Wealth Management
Illinois
$232K +$1.1K +46 +0.5%
PIMG
178
Patriot Investment Management Group
Tennessee
$232K +$1.97K +82 +0.9%
RRCM
179
Rappaport Reiches Capital Management
Illinois
$230K +$3.17K +132 +1%
ECM
180
Exchange Capital Management
Michigan
$230K +$219K +9,114 New
SSWM
181
Smith Salley Wealth Management
North Carolina
$229K
Wealthfront Advisers
182
Wealthfront Advisers
California
$228K +$217K +9,056 New
PCMK
183
Paragon Capital Management (Kansas)
Kansas
$228K +$816 +34 +0.4%
TW
184
Transform Wealth
Colorado
$219K -$624 -26 -0.3%
TPA
185
Trivium Point Advisory
Connecticut
$217K +$206K +8,588 New
RRC
186
Relaxing Retirement Coach
Massachusetts
$216K -$12.1K -502 -6%
LI
187
Lafayette Investments
Maryland
$214K
IAN
188
Integrated Advisors Network
Texas
$212K -$9.51K -396 -5%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$210K -$2.21M -91,906 -92%
CAN
190
Cetera Advisor Networks
California
$208K -$74.1K -3,086 -27%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$208K +$58.8K +2,450 +42%
AWM
192
AE Wealth Management
Kansas
$204K -$140K -5,834 -42%
PA
193
Parallel Advisors
California
$180K
AP
194
Arlington Partners
Alabama
$180K +$171K +7,124 New
RTL
195
Red Tortoise LLC
Georgia
$179K +$624 +26 +0.4%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$176K +$5.33K +222 +3%
TRCT
197
Tower Research Capital (TRC)
New York
$168K -$375K -15,632 -70%
VNA
198
Valley National Advisers
Pennsylvania
$144K -$29.9K -1,246 -18%
US Bancorp
199
US Bancorp
Minnesota
$127K -$12K -500 -9%
S
200
SignatureFD
Georgia
$120K +$110K +4,566 +2,594%