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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
276
Pacific Sun Financial
California
$625K +$15.2K +840 +3%
BRWA
277
B. Riley Wealth Advisors
Florida
$618K +$151K +8,344 +33%
GA
278
Gateway Advisory
New Jersey
$613K -$93.8K -5,184 -13%
TCM
279
Twele Capital Management
Minnesota
$609K +$19.5K +1,076 +3%
BCWM
280
Blue Chip Wealth Management
Florida
$600K +$184K +10,184 +45%
AIM
281
Avity Investment Management
Connecticut
$596K
VCP
282
Vista Capital Partners
Oregon
$594K -$16.4K -904 -3%
Northern Trust
283
Northern Trust
Illinois
$588K
LYV
284
Live Your Vision
Pennsylvania
$586K +$25.3K +1,396 +5%
SFSG
285
Stearns Financial Services Group
North Carolina
$575K -$985K -54,440 -64%
MML Investors Services
286
MML Investors Services
Massachusetts
$568K +$226K +12,484 +68%
Bank of New York Mellon
287
Bank of New York Mellon
New York
$561K +$66.5K +3,676 +14%
BMM
288
Buffington Mohr McNeal
Idaho
$554K +$9.91K +548 +2%
WIA
289
Wealthstreet Investment Advisors
Texas
$544K
BPM
290
Bowling Portfolio Management
Ohio
$543K -$11.7K -648 -2%
SG
291
StoneX Group
New York
$539K +$38.1K +2,108 +8%
H
292
HoyleCohen
California
$538K +$52.4K +2,896 +11%
AIA
293
Armor Investment Advisors
North Carolina
$535K +$16.8K +928 +3%
BA
294
Bristlecone Advisors
Washington
$531K
PWM
295
Perigon Wealth Management
California
$509K +$69.3K +3,828 +16%
REMPR
296
Roof Eidam Maycock Peralta (REMP)
California
$505K +$3.62K +200 +0.7%
WF
297
WealthTrust Fairport
Ohio
$498K +$33.1K +1,828 +7%
FNBT
298
FineMark National Bank & Trust
Florida
$492K -$10.7K -592 -2%
PAM
299
Pegasus Asset Management
New York
$492K +$7.74K +428 +2%
SIC
300
Sigma Investment Counselors
Michigan
$488K +$33.4K +1,844 +7%