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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Centerpoint Advisors
Massachusetts
$1.97M
GG
302
Gleason Group
Kentucky
$1.96M -$2.12M -101,954 -53%
CHA
303
Cooper/Haims Advisors
New York
$1.96M -$78.4K -3,760 -4%
IAIM
304
International Assets Investment Management
Florida
$1.94M +$1.43M +68,672 New
CBFP
305
Cedar Brook Financial Partners
Ohio
$1.93M +$8.67K +416 +0.5%
BAM
306
Berkshire Asset Management
Pennsylvania
$1.93M +$115K +5,538 +7%
IWM
307
IHT Wealth Management
Illinois
$1.91M +$4.13K +198 +0.2%
VBWMG
308
Von Berge Wealth Management Group
California
$1.91M +$15.4K +740 +0.9%
EHAM
309
Eagle Harbor Asset Management
Washington
$1.9M +$255K +12,242 +16%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$1.9M -$171K -8,216 -9%
JWA
311
JFS Wealth Advisors
Pennsylvania
$1.89M -$9.5K -456 -0.5%
AIS
312
American Investment Services
Massachusetts
$1.86M -$170K -8,174 -9%
RWA
313
Rainsberger Wealth Advisors
Colorado
$1.84M -$25.6K -1,230 -1%
KF
314
Krilogy Financial
Missouri
$1.82M -$17K -816 -1%
B
315
Bailard
California
$1.82M -$32.3K -1,552 -2%
WC
316
Waterloo Capital
Texas
$1.82M +$333K +15,998 +24%
FG
317
Foster Group
Iowa
$1.81M +$141K +6,742 +9%
WF
318
Whelan Financial
California
$1.81M -$4.13K -198 -0.2%
CMBA
319
C.M. Bidwell & Associates
Hawaii
$1.8M -$52.9K -2,540 -3%
LF
320
Lee Financial
Texas
$1.8M +$175K +8,412 +11%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$1.79M +$11.6K +556 +0.7%
GRP
322
Global Retirement Partners
California
$1.77M +$68.7K +3,296 +4%
AF
323
Allworth Financial
California
$1.77M -$61.7K -2,960 -4%
LBC
324
Lowe Brockenbrough & Co
Virginia
$1.73M -$120K -5,750 -7%
HMS
325
Hanseatic Management Services
New Mexico
$1.73M +$1.64M +78,914 New