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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
426
Heritage Way Advisors
Illinois
$258K +$12.8K +760 +5%
AWA
427
Arete Wealth Advisors
Illinois
$254K
RFA
428
Reilly Financial Advisors
California
$251K -$187K -11,040 -40%
BCM
429
Breiter Capital Management
Florida
$251K -$23.7K -1,404 -8%
VBFP
430
Valtinson Bruner Financial Planning
Minnesota
$248K +$277K +16,376 New
Stifel Financial
431
Stifel Financial
Missouri
$246K -$70.8K -4,192 -21%
SP
432
Successful Portfolios
Florida
$246K -$24.3K -1,436 -8%
Fidelity Investments
433
Fidelity Investments
Massachusetts
$237K -$38.4K -2,272 -13%
SL
434
Summitry LLC
California
$234K +$261K +15,428 New
CAM
435
Carret Asset Management
New York
$233K
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$233K
FCA
437
FinTrust Capital Advisors
South Carolina
$232K +$258K +15,264 New
IAA
438
Independent Advisor Alliance
North Carolina
$227K +$225K +13,308 New
PFA
439
Pure Financial Advisors
California
$223K -$68.5K -4,052 -22%
CA
440
Continuum Advisory
Idaho
$222K -$1.08K -64 -0.4%
HR
441
Howe & Rusling
New York
$219K -$1.19M -70,448 -83%
FWCM
442
Ferguson Wellman Capital Management
Oregon
$216K
DP
443
DDD Partners
Washington
$213K +$5.27K +312 +2%
LFG
444
Larson Financial Group
Missouri
$213K +$11.9K +704 +5%
AWM
445
AE Wealth Management
Kansas
$213K +$237K +14,012 New
DAM
446
Delta Asset Management
Tennessee
$212K
IIC
447
Integrated Investment Consultants
Michigan
$212K +$237K +14,000 New
CIA
448
Capital Investment Advisors
Georgia
$210K +$37.6K +2,224 +19%
S
449
SignatureFD
Georgia
$209K -$239K -14,124 -51%
SAM
450
Sawgrass Asset Management
Florida
$205K -$13.5K -800 -6%