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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
526
Parametric Portfolio Associates
Washington
$488K +$144K +5,684 +41%
HTC
527
Haverford Trust Company
Pennsylvania
$474K +$1.12K +44 +0.2%
SAM
528
Strategic Asset Management
Minnesota
$473K +$470K +18,516 New
AFA
529
American Financial Advisors
Georgia
$472K -$23.2K -912 -5%
ICG
530
InterOcean Capital Group
Tennessee
$470K -$64.5K -2,540 -12%
SF
531
Synovus Financial
Georgia
$467K -$7.62K -300 -2%
DWP
532
Destiny Wealth Partners
Florida
$466K
AA
533
Alesco Advisors
New York
$465K -$20K -788 -4%
CCM
534
Crew Capital Management
Ohio
$464K -$21.2K -836 -4%
WW
535
Waterfront Wealth
Kansas
$463K +$4.47K +176 +1%
BCP
536
Blackhawk Capital Partners
Wisconsin
$462K -$739K -29,104 -61%
BMD
537
Better Money Decisions
New Mexico
$457K +$5.38K +212 +1%
CCM
538
Carlson Capital Management
Minnesota
$455K +$10.5K +412 +2%
PCM
539
Parsons Capital Management
Rhode Island
$453K +$6.3K +248 +1%
Bank of New York Mellon
540
Bank of New York Mellon
New York
$452K +$12.6K +496 +3%
SMG
541
Spectrum Management Group
Indiana
$448K -$203 -8 -0%
VCP
542
Vista Capital Partners
Oregon
$445K -$45.2K -1,780 -9%
RPA
543
Rock Point Advisors
Vermont
$445K -$40.6K -1,600 -8%
BFPW
544
BOK Financial Private Wealth
Colorado
$444K -$4.17K -164 -0.9%
HHRDM
545
H&H Retirement Design & Management
Nevada
$435K
Prudential Financial
546
Prudential Financial
New Jersey
$430K +$220K +8,660 +105%
WOC
547
West Oak Capital
California
$426K -$14.1K -556 -3%
SRC
548
Sage Rhino Capital
California
$426K
PIM
549
Penobscot Investment Management
Massachusetts
$425K
JPG
550
Jordan Park Group
California
$425K +$432K +16,996 New