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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
526
Islay Capital Management
Texas
$111K -$6.27K -364 -5%
GRP
527
Global Retirement Partners
California
$109K -$74.2K -4,312 -40%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$108K
KPCM
529
Kings Point Capital Management
New York
$108K +$482 +28 +0.4%
RG
530
Retirement Group
California
$106K
CWC
531
Carolinas Wealth Consulting
North Carolina
$91K -$3.99K -232 -4%
CDIA
532
Capital Directions Investment Advisors
Georgia
$90K +$13.8K +800 +18%
TI
533
tru Independence
Oregon
$87K +$87.1K +5,060 New
OIA
534
Optimum Investment Advisors
Illinois
$83K +$61.7K +3,584 +286%
CAM
535
Costello Asset Management
Pennsylvania
$73K -$1.93K -112 -3%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$73K
OFG
537
Oxford Financial Group
Indiana
$69K -$259K -15,036 -79%
PFO
538
Pathstone Family Office
New Jersey
$68K +$68.9K +4,000 New
US Bancorp
539
US Bancorp
Minnesota
$64K -$51.6K -2,996 -44%
SWM
540
Selective Wealth Management
Virginia
$64K +$275 +16 +0.4%
GWM
541
Geneos Wealth Management
Colorado
$64K +$5.23K +304 +9%
CFA
542
Carroll Financial Associates
North Carolina
$64K +$50.1K +2,908 +332%
CCA
543
Column Capital Advisors
Indiana
$61K -$18K -1,044 -23%
SFSIG
544
San Francisco Sentry Investment Group
California
$61K
HR
545
Howe & Rusling
New York
$60K +$9.37K +544 +18%
RWM
546
Raffa Wealth Management
District of Columbia
$53.1K
CIAS
547
CBIZ Investment Advisory Services
Ohio
$52K
GCM
548
Gables Capital Management
Florida
$52K
PB
549
Pinnacle Bancorp
Nebraska
$48K +$48.1K +2,796 New
TWA
550
TCI Wealth Advisors
Arizona
$47K