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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APSP
426
Asset Planning Services (Pennsylvania)
Pennsylvania
$133K
SFSIG
427
San Francisco Sentry Investment Group
California
$133K +$5.11K +268 +4%
CDIA
428
Capital Directions Investment Advisors
Georgia
$131K +$39.4K +2,064 +43%
AssetMark Inc
429
AssetMark Inc
California
$123K
APP
430
Avantax Planning Partners
Iowa
$122K +$122K +6,420 New
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$114K -$3.66K -192 -3%
SEIA
432
Signature Estate & Investment Advisors
California
$112K -$122K -6,372 -52%
VFA
433
Valeo Financial Advisors
Indiana
$110K -$32.3K -1,692 -21%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$110K
WTB
435
Washington Trust Bank
Washington
$105K +$64.1K +3,360 +156%
SSB
436
Sandy Spring Bank
Maryland
$104K -$4.5K -236 -4%
SWM
437
Selective Wealth Management
Virginia
$100K +$100K +5,256 New
KJWM
438
Kiley Juergens Wealth Management
Washington
$99K +$2.29K +120 +2%
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$95K
AA
440
Ancora Advisors
Ohio
$91K +$90.8K +4,760 New
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$88K +$88.3K +4,628 New
VCM
442
Vigilant Capital Management
Maine
$83K +$67K +3,512 +418%
MWPCG
443
Measured Wealth Private Client Group
New Hampshire
$77K +$76.9K +4,032 New
PO
444
Private Ocean
California
$65K +$381 +20 +0.6%
WTC
445
WhitTier Trust Company
Nevada
$64K
TL
446
TrueWealth LLC
Georgia
$64K +$153 +8 +0.2%
OIA
447
Optimum Investment Advisors
Illinois
$64K +$64.3K +3,372 New
CWA
448
Clarus Wealth Advisors
Arizona
$62K +$7.93K +416 +15%
GWM
449
Geneos Wealth Management
Colorado
$62K +$24.9K +1,308 +67%
TWA
450
TCI Wealth Advisors
Arizona
$61K -$8.09K -424 -12%