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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$517K +$128K +5,004 +34%
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$516K -$14.3K -560 -3%
AFA
528
American Financial Advisors
Georgia
$515K +$3.07K +120 +0.6%
VCP
529
Vista Capital Partners
Oregon
$510K -$8.9K -348 -2%
BCM
530
Boltwood Capital Management
California
$510K +$81.3K +3,180 +19%
AA
531
Alesco Advisors
New York
$505K -$185K -7,240 -27%
RPA
532
Rock Point Advisors
Vermont
$505K -$18.3K -716 -4%
CCM
533
Crew Capital Management
Ohio
$504K
PAS
534
Park Avenue Securities
New York
$496K +$77K +3,012 +19%
HTC
535
Haverford Trust Company
Pennsylvania
$492K +$51.8K +2,028 +12%
SF
536
Synovus Financial
Georgia
$492K +$486K +18,996 New
DWP
537
Destiny Wealth Partners
Florida
$485K
EH
538
Equitable Holdings
New York
$484K +$7.16K +280 +2%
WW
539
Waterfront Wealth
Kansas
$477K -$2.04K -80 -0.4%
WIA
540
World Investment Advisors
California
$475K +$58.3K +2,280 +14%
BMD
541
Better Money Decisions
New Mexico
$470K +$460K +18,000 +30,000%
SMG
542
Spectrum Management Group
Indiana
$467K +$1.94K +76 +0.4%
BFPW
543
BOK Financial Private Wealth
Colorado
$466K -$6.95K -272 -1%
PCM
544
Parsons Capital Management
Rhode Island
$465K +$1.23K +48 +0.3%
CCM
545
Carlson Capital Management
Minnesota
$463K -$5.22K -204 -1%
Rockefeller Capital Management
546
Rockefeller Capital Management
New York
$463K +$104K +4,076 +30%
HI
547
Hendershot Investments
Virginia
$460K +$3.38K +132 +0.8%
Janney Montgomery Scott
548
Janney Montgomery Scott
Pennsylvania
$460K +$222K +8,672 +96%
WOC
549
West Oak Capital
California
$458K -$11.8K -460 -3%
Bank of New York Mellon
550
Bank of New York Mellon
New York
$457K +$26.9K +1,052 +6%