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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
401
Bedel Financial Consulting
Indiana
$155K +$17.2K +948 +13%
VFA
402
Valeo Financial Advisors
Indiana
$153K +$146K +8,064 +12,600%
SQA
403
Simon Quick Advisors
New Jersey
$151K +$1.38K +76 +0.9%
CPIG
404
Chicago Partners Investment Group
Illinois
$150K +$37K +2,044 +33%
JP Morgan Chase
405
JP Morgan Chase
New York
$147K +$145K +8,000 New
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$138K
SFSIG
407
San Francisco Sentry Investment Group
California
$124K
AssetMark Inc
408
AssetMark Inc
California
$119K
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$114K +$21.8K +1,204 +24%
PAI
410
Pittenger & Anderson Inc
Nebraska
$109K +$24.5K +1,352 +30%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$107K +$6.37K +352 +6%
SSB
412
Sandy Spring Bank
Maryland
$105K -$4.7K -260 -4%
KJWM
413
Kiley Juergens Wealth Management
Washington
$93K +$92.1K +5,092 New
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$92K
CDIA
415
Capital Directions Investment Advisors
Georgia
$89K -$42.2K -2,332 -33%
TWA
416
TCI Wealth Advisors
Arizona
$67K +$2.68K +148 +4%
RFA
417
Reilly Financial Advisors
California
$65K
PO
418
Private Ocean
California
$62K -$71.9K -3,972 -54%
TL
419
TrueWealth LLC
Georgia
$62K
WTC
420
WhitTier Trust Company
Nevada
$62K +$19.8K +1,096 +49%
RWM
421
Raffa Wealth Management
District of Columbia
$57.2K
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$54K
BWL
423
Bogart Wealth LLC
Virginia
$51K -$9.85M -544,656 -99%
CWA
424
Clarus Wealth Advisors
Arizona
$49K +$51.3K +2,836 New
WEC
425
Winslow Evans & Crocker
Massachusetts
$48K