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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Adirondack Trust Company
New York
$9K – – –
OFG
202
Oxford Financial Group
Indiana
$9K – – –
AC
203
AlphaCore Capital
California
$9K +$4.2K +176 +66%
LWP
204
Laurel Wealth Planning
Minnesota
$9K +$9.77K +410 New
WT
205
Washington Trust
Rhode Island
$8K -$286 -12 -3%
BHWM
206
Beaird Harris Wealth Management
Texas
$8K – – –
JFA
207
JNBA Financial Advisors
Minnesota
$8K – – –
HFS
208
Hantz Financial Services
Michigan
$8K +$1.52K +64 +20%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$8K +$8.68K +364 New
SWM
210
Spire Wealth Management
Virginia
$6K -$98.4K -4,130 -94%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$6K -$4.77K -200 -40%
KFI
212
Key Financial Inc
Pennsylvania
$6K – – –
LWA
213
Lowe Wealth Advisors
Maryland
$6K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6K +$7.15K +300 New
AWM
215
Abound Wealth Management
Tennessee
$5.79K – – –
RF
216
Robbins Farley
New Hampshire
$5K – – –
AF
217
Allworth Financial
California
$4K -$7.44K -312 -62%
CAL
218
Capital Analysts LLC
Pennsylvania
$4K – – –
IWP
219
IAG Wealth Partners
Wisconsin
$4K – – –
TCWA
220
Ten Capital Wealth Advisors
Washington
$4K – – –
TF
221
TimeScale Financial
Massachusetts
$4K – – –
WFA
222
WestHill Financial Advisors
California
$4K – – –
HBW
223
Hazlett, Burt & Watson
West Virginia
$4K +$4.29K +180 New
GWM
224
Geneos Wealth Management
Colorado
$3K -$2.24K -94 -37%
TFP
225
Tilia Fiduciary Partners
North Carolina
$3K -$1.91K -80 -38%