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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$2.12M +$26.7K +1,074 +1%
CMBA
327
C.M. Bidwell & Associates
Hawaii
$2.12M -$14K -562 -0.7%
TWG
328
The Wealth Group
Minnesota
$2.1M -$14.9K -602 -0.7%
VBWMG
329
Von Berge Wealth Management Group
California
$2.1M +$1.39M +56,024 +58%
JWA
330
JFS Wealth Advisors
Pennsylvania
$2.09M +$106K +4,252 +6%
AIA
331
Accelerate Investment Advisors
California
$2.09M +$2.02M +81,196 New
ISWM
332
Independent Solutions Wealth Management
New York
$2.09M -$104K -4,200 -5%
EH
333
Equitable Holdings
New York
$2.06M -$8.14K -328 -0.4%
FCM
334
Firestone Capital Management
Florida
$2.06M +$296K +11,908 +18%
AAS
335
Ameritas Advisory Services
Nebraska
$2.05M -$12K -482 -0.6%
MFT
336
Moisand Fitzgerald Tamayo
Florida
$2.05M -$64.7K -2,606 -3%
BCI
337
Brinker Capital Investments
Pennsylvania
$2.03M +$71.5K +2,878 +4%
OPS
338
Orion Portfolio Solutions
Nebraska
$2.03M +$71.5K +2,878 +4%
AIS
339
American Investment Services
Massachusetts
$2.02M -$1.44K -58 -0.1%
BSHC
340
Breed's Hill Capital
Massachusetts
$1.99M
AIM
341
Aspen Investment Management
Michigan
$1.97M +$71K +2,860 +4%
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$1.95M -$438K -17,648 -19%
ACA
343
Aptus Capital Advisors
Alabama
$1.94M +$3.22M +129,590 +620%
CAG
344
Compass Advisory Group
New York
$1.92M +$33.2K +1,336 +2%
WF
345
Whelan Financial
California
$1.92M -$34.4K -1,386 -2%
B
346
Bailard
California
$1.86M -$73.3K -2,954 -4%
EE
347
EWG Elevate
California
$1.83M -$974K -39,218 -36%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.69K +68 +0.1%
GC
349
Grimes & Company
Massachusetts
$1.81M +$372K +14,992 +27%
VVP
350
Venture Visionary Partners
Ohio
$1.79M -$16.9K -680 -1%