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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
451
Gladstone Institutional Advisory
Florida
$286K -$26.3K -1,488 -8%
CWM
452
CCG Wealth Management
California
$286K
CCM
453
Carlson Capital Management
Minnesota
$286K +$290K +16,432 New
VBFP
454
Valtinson Bruner Financial Planning
Minnesota
$283K
LJAC
455
L.J. Altfest & Co
New York
$281K +$989 +56 +0.3%
NFG
456
Next Financial Group
Texas
$281K +$11.7K +660 +4%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$278K +$32.6K +1,844 +13%
SAM
458
SignalPoint Asset Management
Missouri
$277K +$280K +15,884 New
AWA
459
Arete Wealth Advisors
Illinois
$276K -$25K -1,416 -8%
BSW
460
Buckingham Strategic Wealth
Missouri
$273K -$30.2K -1,708 -10%
Baird Financial Group
461
Baird Financial Group
Wisconsin
$272K +$2.75K +156 +1%
EWM
462
Evercore Wealth Management
New York
$272K +$275K +15,580 New
AA
463
Apriem Advisors
California
$267K -$14.8K -836 -5%
PL
464
Plancorp LLC
Missouri
$267K +$271K +15,340 New
CWM
465
Campbell Wealth Management
Virginia
$266K +$270K +15,264 New
CA
466
Continuum Advisory
Idaho
$265K -$10.7K -608 -4%
BWL
467
Bogart Wealth LLC
Virginia
$264K -$28.5K -1,616 -10%
DP
468
DDD Partners
Washington
$264K +$6.64K +376 +3%
LFG
469
Larson Financial Group
Missouri
$262K +$9.25K +524 +4%
JCM
470
Jacobsen Capital Management
Utah
$256K +$23.4K +1,328 +10%
Calamos Advisors
471
Calamos Advisors
Illinois
$255K -$25.3K -1,432 -9%
WIC
472
Whitegate Investment Counselors
New Hampshire
$255K -$15.8K -896 -6%
BFM
473
Broadview Financial Management
Wisconsin
$254K +$19.4K +1,100 +8%
CPIG
474
Chicago Partners Investment Group
Illinois
$253K -$28.8K -1,632 -10%
SPC
475
Sigma Planning Corp
Michigan
$252K -$527K -29,832 -67%