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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
526
Clear Investment Research
Georgia
$547K -$1.23K -56 -0.2%
MCC
527
Money Concepts Capital
Florida
$546K +$60.9K +2,776 +12%
OCM
528
One Capital Management
California
$545K
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$537K
APP
530
Avantax Planning Partners
Iowa
$532K +$50.5K +2,302 +10%
MA
531
MONECO Advisors
Connecticut
$530K +$11.6K +528 +2%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$529K +$72.2K +3,292 +15%
AL
533
ACAS LLC
California
$521K -$15.1K -688 -3%
Prudential Financial
534
Prudential Financial
New Jersey
$520K +$303K +13,792 +122%
CPW
535
Catalyst Private Wealth
California
$517K +$548K +24,956 New
JWBC
536
John W. Brooker & Co
California
$515K +$4.83K +220 +0.9%
WP
537
Westmount Partners
California
$510K -$44 -2 -0%
BL
538
BCWM LLC
Kansas
$507K +$27.9K +1,272 +5%
CIC
539
Carnegie Investment Counsel
Ohio
$507K +$9.35K +426 +2%
Principal Financial Group
540
Principal Financial Group
Iowa
$507K +$93.8K +4,276 +21%
AIM
541
Acropolis Investment Management
Missouri
$505K
LB
542
Legacy Bridge
Iowa
$504K
CFD
543
Creative Financial Designs
Indiana
$503K +$34.4K +1,566 +7%
ES
544
ETF Store
Kansas
$501K +$51.5K +2,348 +10%
RA
545
Ruggaard & Associates
Ohio
$498K -$6.23K -284 -1%
BBA
546
BLB&B Advisors
Pennsylvania
$498K -$76.7K -3,496 -13%
AWE
547
Avidian Wealth Enterprises
Texas
$497K -$68.9K -3,140 -12%
PCM
548
Parsons Capital Management
Rhode Island
$497K -$3.29K -150 -0.6%
KFA
549
Kelleher Financial Advisors
New York
$494K
CCM
550
Condor Capital Management
New Jersey
$493K +$74.7K +3,406 +17%