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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
426
Wagner Wealth Management (South Carolina)
South Carolina
$47K
PMFA
427
Plante Moran Financial Advisors
Michigan
$40K
SWP
428
Strategic Wealth Partners
Ohio
$40K
WTB
429
Washington Trust Bank
Washington
$40K
GI
430
GS Investments
Minnesota
$37.7K -$5.07K -280 -12%
BCM
431
Blume Capital Management
California
$37K
CCM
432
Covington Capital Management
California
$37K +$13K +720 +57%
RCAG
433
Rehmann Capital Advisory Group
Michigan
$36.6K
William Blair & Company
434
William Blair & Company
Illinois
$36K +$12.7K +700 +57%
GWM
435
Geneos Wealth Management
Colorado
$35K
GBBWRPM
436
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K
GRP
437
Global Retirement Partners
California
$32K +$72 +4 +0.2%
PFBT
438
Parkside Financial Bank & Trust
Missouri
$32K +$8.47K +468 +37%
CAC
439
Certified Advisory Corp
Florida
$24K +$23.9K +1,320 New
CFC
440
Coyle Financial Counsel
Illinois
$24K +$24.1K +1,332 New
KTC
441
Kistler-Tiffany Companies
Pennsylvania
$23K
VCM
442
Versant Capital Management
Arizona
$22K
PFA
443
Pathway Financial Advisors
Vermont
$21K
AWM
444
AllSquare Wealth Management
New York
$20K
KFA
445
Kabarec Financial Advisors
Illinois
$19K
LFG
446
LifePlan Financial Group
Ohio
$19K
GI
447
Gradient Investments
Minnesota
$18K -$11.9K -656 -40%
Citigroup
448
Citigroup
New York
$17K -$7.96K -440 -32%
VCM
449
Vigilant Capital Management
Maine
$15K -$1.81K -100 -11%
TSW
450
Thompson Siegel & Walmsley
Virginia
$14K