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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
451
Whitegate Investment Counselors
New Hampshire
$205K +$229K +13,544 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$202K -$49.6K -2,936 -18%
BWP
453
Bernardo Wealth Planning
Pennsylvania
$202K +$224K +13,284 New
FHA
454
Flagship Harbor Advisors
Massachusetts
$200K +$223K +13,184 New
HCIA
455
Hochman Cole Investment Advisors
Illinois
$200K +$223K +13,196 New
RWA
456
River Wealth Advisors
Pennsylvania
$195K +$39.5K +2,340 +22%
ESB
457
Essex Savings Bank
Connecticut
$191K +$212K +12,560 New
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$183K -$76.9K -4,548 -27%
NFG
459
Next Financial Group
Texas
$183K +$204K +12,076 New
PCP
460
Proficio Capital Partners
Massachusetts
$182K
CF
461
Centaurus Financial
California
$176K
WOC
462
West Oak Capital
California
$171K +$21.2K +1,256 +13%
APA
463
American Portfolios Advisors
New York
$162K -$112K -6,604 -38%
PNC Financial Services Group
464
PNC Financial Services Group
Pennsylvania
$158K -$7.43K -440 -4%
BWA
465
BDO Wealth Advisors
Florida
$150K -$22K -1,300 -12%
WCM
466
Wealthcare Capital Management
Virginia
$150K +$135 +8 +0.1%
OAM
467
Oppenheimer Asset Management
New York
$130K +$144K +8,540 New
WCM
468
WealthBridge Capital Management
Ohio
$127K +$141K +8,340 New
BFC
469
Bedel Financial Consulting
Indiana
$125K +$68 +4 +0%
APSP
470
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K
NSG
471
Nalls Sherbakoff Group
Tennessee
$111K +$123K +7,284 New
SFSIG
472
San Francisco Sentry Investment Group
California
$106K
CDIA
473
Capital Directions Investment Advisors
Georgia
$105K
VFA
474
Valeo Financial Advisors
Indiana
$104K +$7.43K +440 +7%
BFEC
475
Benjamin F. Edwards & Company
Missouri
$96K +$8.65K +512 +9%