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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
576
PFS Investments
Georgia
$453K +$123K +5,912 +40%
SF
577
Summit Financial
New Jersey
$452K +$176K +8,432 +69%
FA
578
Forefront Analytics
Pennsylvania
$451K +$1.54K +74 +0.4%
WOC
579
West Oak Capital
California
$451K
HI
580
Hendershot Investments
Virginia
$451K +$32.8K +1,572 +8%
PAS
581
Park Avenue Securities
New York
$449K +$427K +20,504 New
CCM
582
Condor Capital Management
New Jersey
$447K -$9.5K -456 -2%
SGI
583
Summit Global Investments
Utah
$445K
Principal Financial Group
584
Principal Financial Group
Iowa
$442K +$217K +10,410 +106%
JC
585
Jentner Corp
Ohio
$439K -$5.84K -280 -1%
AA
586
Aire Advisors
California
$438K -$667 -32 -0.2%
HR
587
Howe & Rusling
New York
$436K -$18.6K -892 -4%
BTWM
588
Baker Tilly Wealth Management
Wisconsin
$431K -$23.5K -1,128 -5%
TIA
589
Tiemann Investment Advisors
California
$430K
HWM
590
Heirloom Wealth Management
Colorado
$427K -$129K -6,184 -24%
MAS
591
Madden Advisory Services
Florida
$422K +$42 +2 +0%
PA
592
Procyon Advisors
Connecticut
$421K +$6.25K +300 +2%
SF
593
Synovus Financial
Georgia
$420K -$625 -30 -0.2%
RIM
594
Rockbridge Investment Management
New York
$420K -$208 -10 -0.1%
ACA
595
Aptus Capital Advisors
Alabama
$419K +$36K +1,728 +10%
WWM
596
Western Wealth Management
Colorado
$419K +$2.29K +110 +0.6%
LJAC
597
L.J. Altfest & Co
New York
$417K +$2.92K +140 +0.7%
WW
598
Waterfront Wealth
Kansas
$417K -$7.34K -352 -2%
VVP
599
Venture Visionary Partners
Ohio
$416K -$1.83K -88 -0.5%
FC
600
Forte Capital
New York
$411K +$14.2K +682 +4%