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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
301
Sage Financial Management Group
Virginia
$1.78M +$1.89M +86,170 New
GRP
302
Global Retirement Partners
California
$1.78M +$171K +7,796 +10%
VBWMG
303
Von Berge Wealth Management Group
California
$1.78M -$31.4K -1,430 -2%
BRWA
304
B. Riley Wealth Advisors
Florida
$1.78M +$232K +10,578 +14%
Bank of New York Mellon
305
Bank of New York Mellon
New York
$1.77M +$327K +14,918 +21%
JWA
306
JFS Wealth Advisors
Pennsylvania
$1.76M -$34.2K -1,560 -2%
RWA
307
Rainsberger Wealth Advisors
Colorado
$1.75M +$16.9K +770 +0.9%
ISWM
308
Independent Solutions Wealth Management
New York
$1.75M +$301K +13,732 +19%
AIS
309
American Investment Services
Massachusetts
$1.74M -$20.1K -918 -1%
LF
310
Lee Financial
Texas
$1.73M +$25.6K +1,166 +1%
KF
311
Krilogy Financial
Missouri
$1.71M -$16.8K -764 -0.9%
CFO
312
Collective Family Office
Pennsylvania
$1.7M +$99.8K +4,550 +6%
AF
313
Allworth Financial
California
$1.7M +$28.4K +1,294 +2%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$1.69M -$16.4K -748 -0.9%
B
315
Bailard
California
$1.68M -$40.6K -1,850 -2%
American Century Companies
316
American Century Companies
Missouri
$1.66M -$465K -21,188 -21%
LBC
317
Lowe Brockenbrough & Co
Virginia
$1.64M +$7.24K +330 +0.4%
CHA
318
Cooper/Haims Advisors
New York
$1.64M -$226K -10,318 -12%
HMS
319
Hanseatic Management Services
New Mexico
$1.63M -$9.74K -444 -0.6%
GW
320
GW & Wade
Massachusetts
$1.62M +$70.2K +3,200 +4%
FG
321
Foster Group
Iowa
$1.61M -$107K -4,870 -6%
DWMG
322
DB Wealth Management Group
California
$1.61M +$252K +11,464 +17%
WF
323
Whelan Financial
California
$1.61M -$109K -4,960 -6%
IA
324
IFS Advisors
Kansas
$1.61M +$1.7M +77,508 New
CC
325
Callan Capital
California
$1.59M +$44 +2 +0%