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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
176
Warner Financial
Maryland
$467K +$119K +4,308 +34%
BlackRock
177
BlackRock
New York
$462K +$464K +16,806 +105,038%
PWM
178
Power Wealth Management
Georgia
$445K +$447K +16,200 New
IC
179
IEQ Capital
California
$433K +$435K +15,766 New
Wealthfront Advisers
180
Wealthfront Advisers
California
$432K -$105K -3,810 -19%
MCM
181
Mengis Capital Management
Oregon
$431K -$6.4K -232 -1%
FSWA
182
Financial Synergies Wealth Advisors
Texas
$419K -$26.3K -952 -6%
Vanguard Group
183
Vanguard Group
Pennsylvania
$417K +$85K +3,082 +25%
RDWM
184
Red Door Wealth Management
Tennessee
$414K +$4.19K +152 +1%
CP
185
Creekside Partners
California
$414K +$416K +15,072 New
TWP
186
Tempus Wealth Planning
California
$411K +$16.2K +586 +4%
PA
187
PFG Advisors
Arizona
$400K +$3.75K +136 +0.9%
Prudential Financial
188
Prudential Financial
New Jersey
$400K -$3.14K -114 -0.8%
AG
189
AlTi Global
New York
$386K -$25.7K -930 -6%
WFA
190
Wade Financial Advisory
California
$384K
RJA
191
Raymond James & Associates
Florida
$382K -$14.5K -526 -4%
BAWC
192
Boyce & Associates Wealth Consulting
Texas
$379K -$19K -690 -5%
HIM
193
Harbour Investment Management
Washington
$365K
LPAM
194
Lodestar Private Asset Management
California
$359K +$15.7K +568 +5%
BJL
195
Brighton Jones LLC
Washington
$354K +$21.7K +786 +6%
FTDI
196
First Trust Direct Indexing
Massachusetts
$352K +$354K +12,820 New
PCM
197
Pennsylvania Capital Management
Pennsylvania
$352K -$35.3K -1,278 -9%
WPC
198
Wedmont Private Capital
Pennsylvania
$350K +$6.45K +234 +2%
PWM
199
Perigon Wealth Management
California
$347K -$38.8K -1,408 -10%
AC
200
Annandale Capital
Texas
$346K +$348K +12,600 New