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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
276
Stratos Wealth Advisors
Ohio
$2.29M +$914K +37,172 +68%
ISG
277
Investment Security Group
Colorado
$2.28M -$108K -4,404 -5%
B
278
Bailard
California
$2.27M -$260K -10,572 -10%
PWM
279
Provident Wealth Management
Tennessee
$2.2M -$204K -8,276 -9%
B
280
Brightworth
Georgia
$2.18M -$89.7K -3,648 -4%
SDWMA
281
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.17M
CWA
282
Clearview Wealth Advisors
Oregon
$2.16M +$2.14M +86,852 New
APA
283
Allegiant Private Advisors
Florida
$2.16M +$1.2M +48,908 +130%
ASN
284
Advisory Services Network
Georgia
$2.15M +$153K +6,232 +8%
TSWM
285
Triangle Securities Wealth Management
North Carolina
$2.15M -$14.1K -572 -0.7%
AWA
286
Arete Wealth Advisors
Illinois
$2.11M +$1.01M +40,968 +94%
MCM
287
MAI Capital Management
Ohio
$2.1M -$320K -13,020 -13%
ML
288
McAdam LLC
Pennsylvania
$2.04M -$115K -4,660 -5%
FC
289
FCA Corp
Texas
$2.02M +$27K +1,096 +1%
NIM
290
Nicollet Investment Management
Minnesota
$2.01M
CNFG
291
Creegan & Nassoura Financial Group
New Hampshire
$2.01M -$49.2K -2,000 -2%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$2M -$137K -5,556 -7%
GWM
293
GSB Wealth Management
Connecticut
$2M +$1.97M +80,212 New
DSC
294
Duncker Streett & Co
Missouri
$1.99M +$4.33K +176 +0.2%
DWMG
295
DB Wealth Management Group
California
$1.99M +$324K +13,184 +20%
BP
296
BCK Partners
New York
$1.95M -$146K -5,948 -7%
GSIS
297
Global Strategic Investment Solutions
Arizona
$1.93M -$743K -30,200 -28%
PWM
298
Perigon Wealth Management
California
$1.9M +$27.5K +1,120 +1%
SPAS
299
Spectrum Planning & Advisory Services
California
$1.88M +$1.86M +75,608 New
TIM
300
Tortoise Investment Management
New York
$1.88M +$51.6K +2,100 +3%