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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$792K +$462K +13,805 +130%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$786K +$27.8K +830 +4%
YIH
178
Y-Intercept (HK)
Hong Kong
$775K +$800K +23,901 New
Fisher Asset Management
179
Fisher Asset Management
Washington
$770K +$498K +14,893 +168%
Neuberger Berman Group
180
Neuberger Berman Group
New York
$761K
CFO
181
CVA Family Office
Colorado
$761K -$569 -17 -0.1%
JFG
182
JMG Financial Group
Illinois
$746K +$7.23K +216 +0.9%
MWA
183
Medallion Wealth Advisors
Connecticut
$731K +$55.7K +1,663 +8%
TAM
184
Townsend Asset Management
North Carolina
$726K -$38.3K -1,143 -5%
LIA
185
LBMC Investment Advisors
Tennessee
$709K
CCA
186
Clarity Capital Advisors
Florida
$708K +$1.41K +42 +0.2%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$698K -$91.6K -2,738 -11%
MWM
188
Modera Wealth Management
New Jersey
$684K
WWA
189
Wingate Wealth Advisors
Massachusetts
$683K +$39.9K +1,193 +6%
BGAI
190
Bruce G. Allen Investments
Colorado
$676K +$3.98K +119 +0.6%
AWM
191
Axxcess Wealth Management
California
$674K -$61.8K -1,845 -8%
NSG
192
Nalls Sherbakoff Group
Tennessee
$670K +$1K +30 +0.1%
BVP
193
Bristlecone Value Partners
California
$655K
QWM
194
Quadcap Wealth Management
Texas
$654K -$4.49K -134 -0.7%
GC
195
GatePass Capital
Ohio
$652K +$673K +20,110 New
DAS
196
Dynamic Advisor Solutions
Arizona
$636K +$53.8K +1,608 +9%
CIA
197
Capital Investment Advisors
Georgia
$635K +$227K +6,770 +53%
VT
198
Vise Technologies
New York
$634K
TWP
199
Tempus Wealth Planning
California
$631K +$11.8K +352 +2%
JIC
200
Johnson Investment Counsel
Ohio
$629K -$20K -597 -3%