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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
426
Curi RMB Capital
Illinois
$516K +$72 +4 +0%
AIM
427
Avity Investment Management
Connecticut
$506K
PA
428
PFG Advisors
Arizona
$501K +$20.3K +1,120 +4%
BCWM
429
Blue Chip Wealth Management
Florida
$498K -$39.2K -2,168 -8%
DTC
430
Davidson Trust Company
Washington
$496K +$475K +26,260 New
CHJWM
431
Carlton Hofferkamp & Jenks Wealth Management
Texas
$495K +$13.5K +744 +3%
APA
432
American Portfolios Advisors
New York
$492K +$52.8K +2,920 +13%
GIA
433
GHP Investment Advisors
Colorado
$486K +$24K +1,328 +5%
LB
434
Legacy Bridge
Iowa
$484K
SAA
435
Southeast Asset Advisors
Georgia
$483K -$139K -7,700 -23%
EGWAG
436
Elwood & Goetz Wealth Advisory Group
Georgia
$482K -$177K -9,800 -28%
Stifel Financial
437
Stifel Financial
Missouri
$475K -$125K -6,888 -22%
VCP
438
Vista Capital Partners
Oregon
$475K -$40.2K -2,224 -8%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$475K -$15.5K -856 -3%
PWMG
440
Prestige Wealth Management Group
New Jersey
$470K +$1.74K +96 +0.4%
ATPW
441
Ashton Thomas Private Wealth
Arizona
$468K +$84K +4,644 +23%
TIM
442
Tortoise Investment Management
New York
$466K +$36.2K +2,000 +9%
MFG
443
MidWestOne Financial Group
Iowa
$464K -$43.4K -2,400 -9%
FCI
444
Financial Counselors Inc
Kansas
$464K
NCM
445
Northwest Capital Management
Oregon
$457K -$1.74K -96 -0.4%
BRWA
446
B. Riley Wealth Advisors
Florida
$454K +$47.7K +2,636 +12%
CCFM
447
Clear Creek Financial Management
Washington
$453K +$94.2K +5,208 +28%
APP
448
Avantax Planning Partners
Iowa
$452K +$35K +1,932 +9%
EAM
449
Evanson Asset Management
California
$448K -$3.69K -204 -0.9%
FCM
450
Fortis Capital Management
Washington
$446K +$426K +23,568 New