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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$34K
PO
302
Private Ocean
California
$34K +$126 +8 +0.4%
BBHC
303
Brown Brothers Harriman & Co
New York
$33K +$32.5K +2,060 New
RCG
304
Ruggie Capital Group
Florida
$32K -$3.1K -196 -9%
BCM
305
Blume Capital Management
California
$32K +$126 +8 +0.4%
CT
306
Clearstead Trust
Maine
$32K +$31.6K +2,000 New
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$20K
WTC
308
WhitTier Trust Company
Nevada
$19K
PMFA
309
Plante Moran Financial Advisors
Michigan
$14K
Citigroup
310
Citigroup
New York
$14K +$9.48K +600 +200%
WA
311
Winfield Associates
Ohio
$13K
TSW
312
Thompson Siegel & Walmsley
Virginia
$12K
GWM
313
Geneos Wealth Management
Colorado
$12K +$12.1K +764 New
MWM
314
MinichMacGregor Wealth Management
New York
$11K -$1.01K -64 -8%
TCM
315
TD Capital Management
Tennessee
$11K
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.6K +228 +60%
VIA
317
Vantage Investment Advisors
Pennsylvania
$9K
BWM
318
Baystate Wealth Management
Massachusetts
$9K +$8.97K +568 New
HCM
319
Horrell Capital Management
Arkansas
$8K
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$7K +$6.7K +424 New
SPIA
321
Steward Partners Investment Advisory
New York
$5K +$2.02K +128 +57%
GWS
322
Glassman Wealth Services
Virginia
$5K +$4.61K +292 New
ACM
323
AlphaStar Capital Management
North Carolina
$5K +$5.62K +356 New
NCM
324
New Capital Management
Texas
$3K
CFD
325
Creative Financial Designs
Indiana
$3K +$2.84K +180 New