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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$67K +$12K +676 +22%
CWA
527
Clarus Wealth Advisors
Arizona
$66K +$7.07K +400 +12%
BCA
528
Berman Capital Advisors
Georgia
$64K
AssetMark Inc
529
AssetMark Inc
California
$63K -$9.2K -520 -13%
SFG
530
SevenBridge Financial Group
Pennsylvania
$60K +$59K +3,336 New
PC
531
Permanens Capital
New York
$59K
AWMF
532
Arbor Wealth Management (Florida)
Florida
$58K +$55.4K +3,132 +3,404%
Rockefeller Capital Management
533
Rockefeller Capital Management
New York
$48K +$1.84K +104 +4%
ONST
534
Old North State Trust
North Carolina
$46K
TL
535
TrueWealth LLC
Georgia
$46K +$283 +16 +0.6%
FIA
536
FNY Investment Advisers
New York
$46K +$45.8K +2,592 New
Deutsche Bank
537
Deutsche Bank
Germany
$42K
SWP
538
Strategic Wealth Partners
Ohio
$38K +$212 +12 +0.6%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$37.7K +$2.12K +120 +6%
BCM
540
Blume Capital Management
California
$36K
SL
541
Salomon & Ludwin
Virginia
$35K
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$778 +44 +2%
VCM
543
Versant Capital Management
Arizona
$33K
LFG
544
LifePlan Financial Group
Ohio
$33K +$778 +44 +2%
Citigroup
545
Citigroup
New York
$31K -$1.63K -92 -5%
DWM
546
Doyle Wealth Management
Florida
$29K +$28.3K +1,600 New
CAC
547
Certified Advisory Corp
Florida
$24K
MAU
548
MRA Associates USA
Arizona
$23.7K
CCM
549
Covington Capital Management
California
$23K
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$23K