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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$84.1K +$63.5K +2,544 +279%
TCM
202
TD Capital Management
Tennessee
$68.6K +$250 +10 +0.4%
PMFA
203
Plante Moran Financial Advisors
Michigan
$64K -$38.1K -1,524 -37%
GWS
204
Glassman Wealth Services
Virginia
$62.8K +$64.4K +2,580 New
RDFA
205
Ritter Daniher Financial Advisory
Ohio
$55.5K +$56.9K +2,280 New
FCA
206
FinTrust Capital Advisors
South Carolina
$54.9K
KM
207
Kalos Management
Georgia
$54.6K -$20.5K -822 -27%
LFG
208
Larson Financial Group
Missouri
$53.5K +$150 +6 +0.3%
Citigroup
209
Citigroup
New York
$51.8K +$53.2K +2,130 New
CWM
210
Cedar Wealth Management
California
$47.5K
UB
211
UMB Bank
Missouri
$46.2K
WP
212
WealthPLAN Partners
Nebraska
$45.4K +$46.6K +1,864 New
TFGT
213
TS Financial Group (TSFG)
Illinois
$39K +$150 +6 +0.4%
SIC
214
Salem Investment Counselors
North Carolina
$36.9K +$21.9K +876 +136%
MFA
215
McClarren Financial Advisors
Pennsylvania
$36K +$100 +4 +0.3%
CFD
216
Creative Financial Designs
Indiana
$35.2K +$6.89K +276 +24%
SIS
217
Sound Income Strategies
Florida
$35.2K +$16.6K +664 +85%
SSB
218
Sandy Spring Bank
Maryland
$33.3K
LIA
219
Luken Investment Analytics
Tennessee
$32.5K
SIM
220
Studio Investment Management
Illinois
$31.3K -$153K -6,116 -83%
SSC
221
Syverson Strege & Co
Iowa
$28K -$351K -14,048 -92%
SPIA
222
Steward Partners Investment Advisory
New York
$27.9K
FP
223
Financial Perspectives
Minnesota
$26.5K
BC
224
Bartlett & Co
Ohio
$24K
BCWM
225
Bartlett & Co Wealth Management
Ohio
$23.7K