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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
476
Trustmark National Bank Trust Department
Mississippi
$211K
PCP
477
Proficio Capital Partners
Massachusetts
$210K
HIC
478
Holderness Investments Company
North Carolina
$208K +$204K +11,924 New
WOC
479
West Oak Capital
California
$205K +$7.46K +436 +4%
WA
480
Wealth Architects
California
$204K +$200K +11,684 New
CF
481
Centaurus Financial
California
$203K -$6.78K -396 -3%
LFG
482
Larson Financial Group
Missouri
$202K -$42.6K -2,488 -18%
PFPT
483
Pinnacle Financial Partners (Tennessee)
Tennessee
$166K +$162K +9,468 New
GT
484
Glenmede Trust
Pennsylvania
$166K +$163K +9,512 New
WCM
485
WealthBridge Capital Management
Ohio
$160K +$10.3K +600 +7%
PCIA
486
Prime Capital Investment Advisors
Kansas
$155K +$152K +8,868 New
HR
487
Howe & Rusling
New York
$154K -$96.2K -5,620 -39%
BFC
488
Bedel Financial Consulting
Indiana
$152K +$8.28K +484 +6%
OAM
489
Oppenheimer Asset Management
New York
$150K +$274 +16 +0.2%
DAM
490
Delta Asset Management
Tennessee
$140K -$103K -6,000 -43%
BWA
491
BDO Wealth Advisors
Florida
$137K -$35K -2,048 -21%
APSP
492
Asset Planning Services (Pennsylvania)
Pennsylvania
$131K
CA
493
Cetera Advisors
Colorado
$127K +$124K +7,252 New
SFSIG
494
San Francisco Sentry Investment Group
California
$122K
CDIA
495
Capital Directions Investment Advisors
Georgia
$114K -$6.16K -360 -5%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$110K
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$108K -$157K -9,176 -69%
IA
498
IFP Advisors
Florida
$105K -$4.49M -262,704 -98%
SFC
499
SYM Financial Corp
Indiana
$98K +$96.4K +5,632 New
VFA
500
Valeo Financial Advisors
Indiana
$96K -$23.3K -1,364 -20%