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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Circle Wealth Management
New Jersey
$210K +$201K +11,088 New
HCIA
577
Hochman Cole Investment Advisors
Illinois
$207K +$198K +10,952 New
CMO
578
Covenant Multifamily Offices
Texas
$205K -$16.9K -932 -8%
WIA
579
World Investment Advisors
California
$204K +$195K +10,796 New
BWP
580
Bernardo Wealth Planning
Pennsylvania
$204K +$196K +10,832 New
SW
581
SteelPeak Wealth
California
$203K +$194K +10,720 New
PP
582
Palladium Partners
Virginia
$200K +$192K +10,596 New
GRP
583
Global Retirement Partners
California
$192K +$20.8K +1,148 +13%
PFPT
584
Pinnacle Financial Partners (Tennessee)
Tennessee
$181K +$173K +9,584 New
QCG
585
Quadrant Capital Group
Ohio
$179K +$175K +9,644 New
US Bancorp
586
US Bancorp
Minnesota
$172K -$21.4K -1,180 -11%
BFC
587
Bedel Financial Consulting
Indiana
$170K +$4.85K +268 +3%
RFA
588
Reilly Financial Advisors
California
$167K -$19.2K -1,060 -11%
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$155K +$114K +6,312 +335%
HWA
590
HCR Wealth Advisors
California
$152K +$145K +8,028 New
SFSIG
591
San Francisco Sentry Investment Group
California
$151K
DAM
592
Delta Asset Management
Tennessee
$148K -$3.62K -200 -2%
BWA
593
BDO Wealth Advisors
Florida
$148K
ACA
594
Aptus Capital Advisors
Alabama
$140K +$579 +32 +0.4%
CL
595
Cabana LLC
Arkansas
$135K +$130K +7,164 New
SWM
596
Selective Wealth Management
Virginia
$118K -$35.1K -1,940 -24%
KPCM
597
Kings Point Capital Management
New York
$118K +$2.53K +140 +2%
BFEC
598
Benjamin F. Edwards & Company
Missouri
$112K
RG
599
Retirement Group
California
$110K +$106K +5,836 New
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$108K