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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
201
Front Row Advisors
California
$85K +$32.5K +1,300 +60%
SWM
202
Spire Wealth Management
Virginia
$84.1K +$63.5K +2,544 +279%
TCM
203
TD Capital Management
Tennessee
$68.6K +$250 +10 +0.4%
PMFA
204
Plante Moran Financial Advisors
Michigan
$64K -$38.1K -1,524 -37%
GWS
205
Glassman Wealth Services
Virginia
$62.8K +$64.4K +2,580 New
RDFA
206
Ritter Daniher Financial Advisory
Ohio
$55.5K +$56.9K +2,280 New
FCA
207
FinTrust Capital Advisors
South Carolina
$54.9K – – –
KM
208
Kalos Management
Georgia
$54.6K -$20.5K -822 -27%
LFG
209
Larson Financial Group
Missouri
$53.5K +$150 +6 +0.3%
Citigroup
210
Citigroup
New York
$51.8K +$53.2K +2,130 New
CWM
211
Cedar Wealth Management
California
$47.5K – – –
UB
212
UMB Bank
Missouri
$46.2K – – –
WP
213
WealthPLAN Partners
Nebraska
$45.4K +$46.6K +1,864 New
TFGT
214
TS Financial Group (TSFG)
Illinois
$39K +$150 +6 +0.4%
SIC
215
Salem Investment Counselors
North Carolina
$36.9K +$21.9K +876 +136%
MFA
216
McClarren Financial Advisors
Pennsylvania
$36K +$100 +4 +0.3%
CFD
217
Creative Financial Designs
Indiana
$35.2K +$6.89K +276 +24%
SIS
218
Sound Income Strategies
Florida
$35.2K +$16.6K +664 +85%
SSB
219
Sandy Spring Bank
Maryland
$33.3K – – –
LIA
220
Luken Investment Analytics
Tennessee
$32.5K – – –
SIM
221
Studio Investment Management
Illinois
$31.3K -$153K -6,116 -83%
SSC
222
Syverson Strege & Co
Iowa
$28K -$351K -14,048 -92%
SPIA
223
Steward Partners Investment Advisory
New York
$27.9K – – –
FP
224
Financial Perspectives
Minnesota
$26.5K – – –
BC
225
Bartlett & Co
Ohio
$24K – – –