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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
576
Independence Bank of Kentucky
Kentucky
$1K +$684 +40 New
LWM
577
Lenox Wealth Management
Ohio
$1K +$821 +48 New
CI
578
CX Institutional
Indiana
$1K +$1.16K +68 New
GEA
579
Glen Eagle Advisors
New Jersey
$909
PFG
580
Piershale Financial Group
Illinois
-$14.8M -973,108 Closed
AFA
581
Arlington Financial Advisors
California
-$6.59M -434,352 Closed
PRS
582
Pinkerton Retirement Specialists
Idaho
-$5.79M -381,608 Closed
WCM
583
Weatherstone Capital Management
Colorado
-$5.65M -296,532 Closed
KM
584
Kalos Management
Georgia
-$3.62M -177,776 Closed
KFA
585
Kays Financial Advisory
Georgia
-$2.18M -143,592 Closed
JFGLC
586
Johnson Financial Group LLC (Colorado)
Colorado
-$1.75M -115,680 Closed
JP Morgan Chase
587
JP Morgan Chase
New York
-$1.42M -93,288 Closed
CA
588
Clearstead Advisors
Ohio
-$1.1M -72,556 Closed
WI
589
Wintrust Investments
Illinois
-$958K -63,144 Closed
CWM
590
Centric Wealth Management
Illinois
-$908K -59,876 Closed
BC
591
Brinker Capital
Pennsylvania
-$870K -57,344 Closed
BAM
592
Belpointe Asset Management
Nevada
-$830K -54,740 Closed
ACM
593
AlphaStar Capital Management
North Carolina
-$703K -46,320 Closed
CC
594
Claybrook Capital
Massachusetts
-$589K -38,800 Closed
JWM
595
JFG Wealth Management
Colorado
-$575K -37,952 Closed
Nuveen
596
Nuveen
North Carolina
-$440K -29,028 Closed
SG Americas Securities
597
SG Americas Securities
New York
-$338K -22,288 Closed
TF
598
Trek Financial
Arizona
-$312K -20,580 Closed
WIA
599
World Investment Advisors
California
-$327K -18,740 Closed
OCM
600
Orser Capital Management
Texas
-$323K -18,420 Closed