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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EP Wealth Advisors
California
$321K -$46.3K -2,620 -13%
GIA
427
Gladstone Institutional Advisory
Florida
$320K +$97.3K +5,504 +44%
SS
428
Simplicity Solutions
Minnesota
$318K +$315K +17,824 New
SBA
429
Secrest Blakey & Associates
North Carolina
$313K -$212 -12 -0.1%
FG
430
Fiduciary Group
Georgia
$312K -$2.19K -124 -0.7%
BSW
431
Buckingham Strategic Wealth
Missouri
$311K +$38K +2,148 +14%
CBFP
432
Cedar Brook Financial Partners
Ohio
$309K +$81.2K +4,592 +36%
AWA
433
Arete Wealth Advisors
Illinois
$308K +$8.7K +492 +3%
AAS
434
Avantax Advisory Services
Texas
$308K +$49.5K +2,800 +19%
CAMG
435
CWA Asset Management Group
Florida
$307K +$303K +17,152 New
SRC
436
Sage Rhino Capital
California
$304K -$20.6K -1,164 -6%
MMHP
437
Murphy Middleton Hinkle & Parker
Georgia
$304K +$58.4K +3,300 +24%
RPA
438
Rock Point Advisors
Vermont
$302K +$12.4K +700 +4%
SCM
439
SOL Capital Management
Maryland
$302K +$45.3K +2,560 +18%
SP
440
SWS Partners
Ohio
$300K +$296K +16,760 New
SP
441
Successful Portfolios
Florida
$299K -$20.7K -1,168 -7%
BWL
442
Bogart Wealth LLC
Virginia
$299K +$10.8K +608 +4%
HWA
443
Heritage Wealth Advisors
Virginia
$294K +$220K +12,460 +313%
CWM
444
CCG Wealth Management
California
$293K -$10.5K -592 -3%
VBFP
445
Valtinson Bruner Financial Planning
Minnesota
$293K
AA
446
Apriem Advisors
California
$289K -$9.2K -520 -3%
CA
447
Continuum Advisory
Idaho
$289K +$41.2K +2,332 +17%
LJAC
448
L.J. Altfest & Co
New York
$287K +$2.33K +132 +0.8%
Calamos Advisors
449
Calamos Advisors
Illinois
$287K +$9.48K +536 +3%
Northern Trust
450
Northern Trust
Illinois
$285K -$94.3K -5,332 -25%