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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthPLAN Partners
Nebraska
$820K -$3.67K -208 -0.5%
Lido Advisors
302
Lido Advisors
California
$817K +$178K +10,092 +27%
3C
303
361 Capital
Colorado
$808K +$5.72K +324 +0.7%
IFS
304
Ifrah Financial Services
Arkansas
$779K +$53.1K +3,008 +7%
KM
305
Kalos Management
Georgia
$758K +$102K +5,796 +16%
LA
306
LVW Advisors
New York
$756K -$379K -21,448 -33%
PS
307
Portfolio Solutions
Michigan
$753K -$2.11M -119,468 -73%
FNBT
308
FineMark National Bank & Trust
Florida
$753K +$5.08K +288 +0.7%
H
309
HoyleCohen
California
$748K +$26.1K +1,476 +4%
CWM
310
Centric Wealth Management
Illinois
$747K +$779K +44,140 New
AWA
311
Acorn Wealth Advisors
Michigan
$746K -$141K -8,004 -16%
TW
312
TrinityPoint Wealth
Connecticut
$743K +$721K +40,832 New
PWA
313
Physician Wealth Advisors
Utah
$739K +$706K +40,000 New
FANJ
314
Financial Architects (New Jersey)
New Jersey
$734K +$101K +5,692 +16%
PAM
315
Peak Asset Management
Colorado
$719K -$53K -3,000 -7%
LCM
316
Liberty Capital Management
Michigan
$700K -$3.67K -208 -0.5%
TCM
317
Twele Capital Management
Minnesota
$693K +$13.7K +776 +2%
CA
318
Capital Advantage
California
$693K +$702K +39,776 New
BJ
319
Brouwer & Janachowski
California
$685K -$15.4K -872 -2%
DAS
320
Dynamic Advisor Solutions
Arizona
$678K -$159K -8,996 -19%
NEGWA
321
New England Guild Wealth Advisors
Connecticut
$677K -$3.46K -196 -0.5%
WDL
322
Well Done LLC
Michigan
$676K
BF
323
BOK Financial
Oklahoma
$675K -$4.45K -252 -0.6%
Renaissance Technologies
324
Renaissance Technologies
New York
$669K +$466K +26,400 +220%
BFPW
325
BOK Financial Private Wealth
Colorado
$666K -$236K -13,392 -26%