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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
376
Legacy Bridge
Iowa
$458K +$1.77K +100 +0.4%
CHJWM
377
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K +$35.4K +2,000 +8%
TFS
378
TrustCore Financial Services
Tennessee
$457K -$11K -624 -2%
PA
379
PFG Advisors
Arizona
$455K +$31K +1,752 +8%
GIA
380
GHP Investment Advisors
Colorado
$454K -$10.8K -612 -2%
TSWM
381
Triangle Securities Wealth Management
North Carolina
$451K +$28.3K +1,600 +7%
FCI
382
Financial Counselors Inc
Kansas
$450K
WS
383
Wedbush Securities
California
$450K +$445K +25,176 New
Stifel Financial
384
Stifel Financial
Missouri
$448K +$84.3K +4,768 +24%
BL
385
BCWM LLC
Kansas
$447K +$28.2K +1,596 +7%
TIM
386
Tortoise Investment Management
New York
$434K -$65.8K -3,720 -13%
TWA
387
TCI Wealth Advisors
Arizona
$431K +$116K +6,560 +37%
CP
388
Camelot Portfolios
Ohio
$426K -$181K -10,208 -30%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$422K +$164K +9,284 +65%
BRWA
390
B. Riley Wealth Advisors
Florida
$420K -$258K -14,608 -38%
AG
391
Appleton Group
Wisconsin
$418K -$8.74M -494,264 -95%
EAM
392
Evanson Asset Management
California
$418K -$137K -7,748 -25%
PWM
393
Perigon Wealth Management
California
$417K -$50.3K -2,844 -11%
HIC
394
Holderness Investments Company
North Carolina
$416K +$200K +11,332 +95%
DWT
395
Dorsey & Whitney Trust
South Dakota
$410K
PCM
396
Parsons Capital Management
Rhode Island
$410K +$13.1K +740 +3%
ATPW
397
Ashton Thomas Private Wealth
Arizona
$408K +$17K +960 +4%
PWMG
398
Prestige Wealth Management Group
New Jersey
$408K -$356K -20,152 -47%
SWM
399
Segment Wealth Management
Texas
$408K +$71.8K +4,060 +22%
Fidelity Investments
400
Fidelity Investments
Massachusetts
$399K -$9.9K -560 -2%