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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
401
BOK Financial Private Wealth
Colorado
$436K -$83.8K -5,596 -17%
SSWM
402
Sheets Smith Wealth Management
North Carolina
$436K +$123K +8,192 +44%
NB
403
NBT Bank
New York
$431K +$24.3K +1,620 +7%
DTC
404
Davidson Trust Company
Washington
$428K
SFG
405
Sunburst Financial Group
Alabama
$423K -$73.1K -4,884 -16%
CAG
406
Curtis Advisory Group
California
$423K -$21.6K -1,444 -5%
FA
407
Fagan Associates
New York
$418K -$118K -7,896 -24%
HWA
408
Heritage Way Advisors
Illinois
$413K +$4.13K +276 +1%
CIR
409
Clear Investment Research
Georgia
$413K +$30.1K +2,008 +9%
ACM
410
Armbruster Capital Management
New York
$412K -$4.49K -300 -1%
VCP
411
Vista Capital Partners
Oregon
$406K -$82.2K -5,488 -18%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$402K +$6.71K +448 +2%
CIC
413
Carnegie Investment Counsel
Ohio
$400K -$78.5K -5,244 -18%
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$391K -$49.1K -3,280 -12%
CA
415
Calton & Associates
Florida
$389K +$10.5K +704 +3%
PWS
416
Peloton Wealth Strategists
Indiana
$387K -$7.67K -512 -2%
BSW
417
Buckingham Strategic Wealth
Missouri
$386K -$89.1K -5,952 -20%
BMM
418
Buffington Mohr McNeal
Idaho
$385K -$48.9K -3,268 -12%
AWM
419
AE Wealth Management
Kansas
$385K +$353K +23,556 New
DWT
420
Dorsey & Whitney Trust
South Dakota
$374K
GIA
421
GHP Investment Advisors
Colorado
$370K -$28.2K -1,884 -8%
FC
422
Fusion Capital
South Carolina
$368K -$34.5K -2,304 -9%
FCM
423
Fortis Capital Management
Washington
$367K -$76K -5,076 -18%
BL
424
BCWM LLC
Kansas
$365K +$71.3K +4,764 +27%
FWM
425
Frontier Wealth Management
Missouri
$362K -$267K -17,800 -45%