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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
551
Sage Rhino Capital
California
$444K
PIM
552
Penobscot Investment Management
Massachusetts
$443K
HHRDM
553
H&H Retirement Design & Management
Nevada
$437K
FM
554
Family Management
New York
$433K -$9.82K -384 -2%
CWS
555
Cypress Wealth Services
California
$431K -$819K -32,028 -66%
CA
556
Calton & Associates
Florida
$431K +$4.29K +168 +1%
AWM
557
Apollon Wealth Management
South Carolina
$425K +$36.2K +1,416 +9%
LJAC
558
L.J. Altfest & Co
New York
$424K -$34.2K -1,336 -8%
Northern Trust
559
Northern Trust
Illinois
$423K +$7.67K +300 +2%
CAM
560
Carret Asset Management
New York
$420K
MA
561
MJP Associates
Connecticut
$418K +$1.02K +40 +0.2%
FPCG
562
Fort Pitt Capital Group
Pennsylvania
$418K +$410K +16,032 New
WCM
563
Weik Capital Management
Pennsylvania
$417K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$415K -$29.1K -1,140 -7%
MA
565
Modus Advisors
Minnesota
$413K +$32K +1,252 +9%
WIC
566
Whitegate Investment Counselors
New Hampshire
$411K -$3.68K -144 -0.9%
AIM
567
Acropolis Investment Management
Missouri
$404K +$13.7K +536 +4%
PG
568
Proffitt & Goodson
Tennessee
$403K
AF
569
Allworth Financial
California
$400K +$326K +12,756 +491%
LIA
570
LBMC Investment Advisors
Tennessee
$398K -$39.2K -1,532 -9%
FNBOMD
571
First National Bank of Mount Dora
Florida
$396K
SAM
572
Secure Asset Management
Michigan
$395K -$77K -3,012 -17%
TWM
573
Triton Wealth Management
Arizona
$388K -$17.3K -676 -4%
FM
574
Foster & Motley
Ohio
$386K -$21K -820 -5%
F
575
F3Logic
Minnesota
$383K