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Schwab Fundamental US Small Company Index ETF

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