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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
176
Quadcap Wealth Management
Texas
$556K -$7.14K -244 -1%
JAG
177
Journey Advisory Group
Kentucky
$537K +$101K +3,450 +21%
FFA
178
Farther Finance Advisors
California
$537K -$15.1K -515 -3%
CNWM
179
Clay Northam Wealth Management
California
$529K -$8.34K -285 -1%
MWM
180
Modera Wealth Management
New Jersey
$525K -$31.2K -1,068 -5%
BGAI
181
Bruce G. Allen Investments
Colorado
$524K +$24K +819 +4%
SF
182
Symphony Financial
Texas
$524K +$268K +9,172 +100%
TCM
183
Tandem Capital Management
New Jersey
$522K -$83.7K -2,860 -13%
VBFG
184
Vishria Bird Financial Group
Tennessee
$514K
AV
185
Aspiring Ventures
Ohio
$514K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$513K +$108K +3,698 +25%
B
187
Bailard
California
$513K +$547K +18,712 New
HI
188
Harbour Investments
Wisconsin
$510K +$171K +5,834 +46%
ONB
189
Old National Bancorp
Indiana
$509K
CFGA
190
Cambridge Financial Group (Arizona)
Arizona
$501K
WRPWM
191
Werba Rubin Papier Wealth Management
California
$497K
CIAS
192
Capital Investment Advisory Services
North Carolina
$495K +$19.6K +670 +4%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$493K +$190K +6,502 +56%
JLBC
194
J.L. Bainbridge & Co
Florida
$489K -$29.3K -1,000 -5%
WF
195
Warner Financial
Maryland
$488K +$22.8K +778 +5%
CPIG
196
Chicago Partners Investment Group
Illinois
$473K +$2.46K +84 +0.5%
OCG
197
Opus Capital Group
Ohio
$470K +$88 +3 +0%
RWM
198
Riverchase Wealth Management
Texas
$470K -$50.9K -1,741 -9%
CAM
199
Cidel Asset Management
Ontario, Canada
$470K
1L
200
10Elms LLP
Oklahoma
$463K -$10.4K -356 -2%