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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
376
Kiley Juergens Wealth Management
Washington
$83K +$81.9K +4,784 New
SSB
377
Sandy Spring Bank
Maryland
$82K
PAI
378
Pittenger & Anderson Inc
Nebraska
$80K
IWM
379
IHT Wealth Management
Illinois
$74K
PFA
380
Pathway Financial Advisors
Vermont
$74K +$72.3K +4,224 New
RFA
381
Reilly Financial Advisors
California
$62K
DPA
382
Delphi Private Advisors
California
$61K +$59.4K +3,472 New
TL
383
TrueWealth LLC
Georgia
$59K +$57.5K +3,356 New
TWA
384
TCI Wealth Advisors
Arizona
$56K -$18K -1,052 -25%
PNC Financial Services Group
385
PNC Financial Services Group
Pennsylvania
$56K
RWM
386
Raffa Wealth Management
District of Columbia
$54.2K -$5K -292 -9%
VCM
387
Vigilant Capital Management
Maine
$51K +$50.3K +2,940 New
WEC
388
Winslow Evans & Crocker
Massachusetts
$48.7K -$9.04K -528 -16%
GI
389
GS Investments
Minnesota
$48.6K -$6.85K -400 -12%
RCG
390
Ruggie Capital Group
Florida
$43K +$7.05K +412 +20%
OWA
391
One Wealth Advisors
California
$42K +$41.2K +2,404 New
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$39K +$38.5K +2,248 New
PMFA
393
Plante Moran Financial Advisors
Michigan
$38K +$22.3K +1,304 +148%
SWP
394
Strategic Wealth Partners
Ohio
$36K +$36.8K +2,148 New
BCM
395
Blume Capital Management
California
$35K +$205 +12 +0.6%
GWM
396
Geneos Wealth Management
Colorado
$34K +$2.26K +132 +7%
WWMSC
397
Wagner Wealth Management (South Carolina)
South Carolina
$34K +$43.3K +2,528 New
VFA
398
Valeo Financial Advisors
Indiana
$25K +$6.85K +400 +38%
Citigroup
399
Citigroup
New York
$24K
PFBT
400
Parkside Financial Bank & Trust
Missouri
$22K -$3.08K -180 -12%