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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
251
Pure Financial Advisors
California
$223K -$5.95K -380 -3%
PFC
252
Phocas Financial Corp
California
$221K
CA
253
Cetera Advisors
Colorado
$221K +$221K +14,080 New
RWA
254
RGT Wealth Advisors
Texas
$210K +$564 +36 +0.3%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$209K +$15.2K +968 +8%
PWM
256
Perigon Wealth Management
California
$198K -$8.02K -512 -4%
PCP
257
Proficio Capital Partners
Massachusetts
$189K
TIM
258
Tortoise Investment Management
New York
$188K
AIM
259
Anchor Investment Management
South Carolina
$186K +$9.96K +636 +6%
WCM
260
Wealthcare Capital Management
Virginia
$176K
JWM
261
Jacobus Wealth Management
Wisconsin
$176K +$14.8K +944 +9%
AssetMark Inc
262
AssetMark Inc
California
$155K
ACM
263
Armbruster Capital Management
New York
$148K -$1.63K -104 -1%
EA
264
Edge Advisors
Georgia
$147K +$188 +12 +0.1%
APSP
265
Asset Planning Services (Pennsylvania)
Pennsylvania
$145K +$376 +24 +0.3%
ASN
266
Advisory Services Network
Georgia
$142K +$141K +9,004 New
EWM
267
Evercore Wealth Management
New York
$139K +$125K +7,976 +923%
LWM
268
LBA Wealth Management
Florida
$120K
GBBWRPM
269
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$113K -$1.82K -116 -2%
WOC
270
West Oak Capital
California
$108K -$1.69K -108 -2%
CDIA
271
Capital Directions Investment Advisors
Georgia
$99K +$2.82K +180 +3%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$97K +$35.1K +2,244 +58%
OAM
273
Oppenheimer Asset Management
New York
$87K +$86.3K +5,508 New
CPIG
274
Chicago Partners Investment Group
Illinois
$84K +$4.7K +300 +6%
CG
275
Cutler Group
California
$82K +$81.4K +5,200 +11,818%