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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
526
Bank of New York Mellon
New York
$299K +$53.5K +2,956 +23%
MFG
527
Merit Financial Group
Georgia
$298K +$285K +15,740 New
NL
528
NWAM LLC
Washington
$298K +$285K +15,764 New
PV
529
Private Vista
Illinois
$297K -$68.8K -3,800 -19%
BFM
530
Broadview Financial Management
Wisconsin
$294K +$18.1K +1,000 +7%
CONA
531
Capital One National Association
New York
$293K +$280K +15,500 New
PL
532
Plancorp LLC
Missouri
$291K +$1.09K +60 +0.4%
EH
533
Equitable Holdings
New York
$291K +$279K +15,412 New
LF
534
LifeSteps Financial
California
$288K +$276K +15,232 New
PCM
535
Peak Capital Management
Colorado
$288K +$276K +15,252 New
CWM
536
CCG Wealth Management
California
$284K -$25.2K -1,392 -8%
WIC
537
Whitegate Investment Counselors
New Hampshire
$282K +$4.92K +272 +2%
SFG
538
Sunburst Financial Group
Alabama
$282K +$270K +14,912 New
BSAM
539
Blue Square Asset Management
New York
$279K +$267K +14,768 New
CWM
540
Campbell Wealth Management
Virginia
$276K -$12.1K -668 -4%
Calamos Advisors
541
Calamos Advisors
Illinois
$275K -$1.59K -88 -0.6%
HFA
542
Huber Financial Advisors
Illinois
$274K -$40.5K -2,236 -13%
PWS
543
Peloton Wealth Strategists
Indiana
$274K
RCA
544
Rowland Carmichael Advisors
Arizona
$273K -$134K -7,388 -34%
WA
545
Wealth Architects
California
$272K +$38.8K +2,144 +18%
FCA
546
FinTrust Capital Advisors
South Carolina
$271K +$29.6K +1,636 +13%
OCM
547
Orser Capital Management
Texas
$270K +$1.16K +64 +0.4%
CA
548
Continuum Advisory
Idaho
$266K -$26.2K -1,448 -9%
IIC
549
Integrated Investment Consultants
Michigan
$265K
GA
550
Gateway Advisory
New Jersey
$262K