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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
476
TCI Wealth Advisors
Arizona
$92K +$48.3K +2,856 +89%
William Blair & Company
477
William Blair & Company
Illinois
$85K +$62.1K +3,676 +190%
SSB
478
Sandy Spring Bank
Maryland
$84K
SQA
479
Simon Quick Advisors
New Jersey
$83K -$38.1K -2,256 -29%
AssetMark Inc
480
AssetMark Inc
California
$62K -$40.7K -2,408 -37%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$60K -$34.6K -2,048 -34%
VCM
482
Vigilant Capital Management
Maine
$60K -$6.15K -364 -8%
OIA
483
Optimum Investment Advisors
Illinois
$57K +$6.96K +412 +12%
Deutsche Bank
484
Deutsche Bank
Germany
$54K -$706K -41,796 -92%
BCA
485
Berman Capital Advisors
Georgia
$54K +$61K +3,608 New
PO
486
Private Ocean
California
$52K +$338 +20 +0.6%
BWL
487
Bogart Wealth LLC
Virginia
$51K +$5.95K +352 +12%
TL
488
TrueWealth LLC
Georgia
$50K -$1.76K -104 -3%
CWA
489
Clarus Wealth Advisors
Arizona
$50K +$270 +16 +0.5%
GWM
490
Geneos Wealth Management
Colorado
$48K -$473 -28 -0.9%
RWM
491
Raffa Wealth Management
District of Columbia
$47.2K
CCMW
492
Cypress Capital Management (Wyoming)
Wyoming
$47K -$2.05M -121,416 -98%
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$45K +$270 +16 +0.5%
PMFA
494
Plante Moran Financial Advisors
Michigan
$44K +$2.03K +120 +4%
CAM
495
Cresset Asset Management
Illinois
$41K +$45.6K +2,700 New
KCM
496
Karp Capital Management
California
$41K +$45.9K +2,716 New
GRP
497
Global Retirement Partners
California
$40K +$2.57K +152 +6%
EI
498
Ellevest Inc
New York
$39K +$43.7K +2,588 New
SWP
499
Strategic Wealth Partners
Ohio
$35K
BCM
500
Blume Capital Management
California
$31K