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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
176
Foster Victor Wealth Advisors
South Carolina
$280K -$612 -24 -0.2%
AWM
177
AE Wealth Management
Kansas
$278K +$86.7K +3,400 +42%
DAS
178
Dynamic Advisor Solutions
Arizona
$277K +$31K +1,214 +12%
BIG
179
Builder Investment Group
Georgia
$271K +$3.16K +124 +1%
MFC
180
Morris Financial Concepts
South Carolina
$270K -$1.78K -70 -0.6%
SWM
181
SeaCrest Wealth Management
New York
$267K +$765 +30 +0.3%
MWM
182
Modera Wealth Management
New Jersey
$262K +$276K +10,806 New
GS
183
GTS Securities
Florida
$259K +$272K +10,676 New
JLBC
184
J.L. Bainbridge & Co
Florida
$258K
IWM
185
IHT Wealth Management
Illinois
$252K +$30K +1,178 +13%
GW
186
GW & Wade
Massachusetts
$251K +$153 +6 +0.1%
BAWC
187
Boyce & Associates Wealth Consulting
Texas
$246K +$510 +20 +0.2%
PIMG
188
Patriot Investment Management Group
Tennessee
$228K +$5.3K +208 +2%
ICG
189
InterOcean Capital Group
Tennessee
$227K +$239K +9,380 New
CTWM
190
Cherry Tree Wealth Management
Minnesota
$225K
BWM
191
BCS Wealth Management
Tennessee
$224K +$235K +9,232 New
ECM
192
Exchange Capital Management
Michigan
$221K
PCMK
193
Paragon Capital Management (Kansas)
Kansas
$220K +$867 +34 +0.4%
HWM
194
HB Wealth Management
Georgia
$220K -$9.64K -378 -4%
SSWM
195
Smith Salley Wealth Management
North Carolina
$220K
RRCM
196
Rappaport Reiches Capital Management
Illinois
$218K -$3.37K -132 -1%
Wealthfront Advisers
197
Wealthfront Advisers
California
$216K -$3.72K -146 -2%
WJWM
198
Williams Jones Wealth Management
New York
$214K +$225K +8,808 New
LI
199
Lafayette Investments
Maryland
$206K
USCWA
200
U.S. Capital Wealth Advisors
Texas
$205K +$215K +8,444 New