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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
576
Warner Financial
Maryland
$616K +$12.1K +486 +2%
KFA
577
Kelleher Financial Advisors
New York
$614K
MCC
578
Money Concepts Capital
Florida
$612K +$21.3K +858 +4%
YIH
579
Y-Intercept (HK)
Hong Kong
$611K +$590K +23,746 New
FWP
580
FAS Wealth Partners
Kansas
$601K -$23.2K -934 -4%
DFA
581
DHK Financial Advisors
New Hampshire
$601K -$36K -1,450 -6%
PSF
582
Pacific Sun Financial
California
$601K -$7.95K -320 -1%
CIR
583
Clear Investment Research
Georgia
$600K -$31.9K -1,286 -5%
P
584
&Partners
Tennessee
$600K +$176K +7,076 +43%
CL
585
Choreo LLC
Illinois
$600K +$49.9K +2,010 +9%
WCM
586
Weaver Capital Management
Georgia
$599K -$19.7K -792 -3%
TIAA Trust, National Association
587
TIAA Trust, National Association
North Carolina
$595K +$45.6K +1,836 +9%
AWM
588
AE Wealth Management
Kansas
$593K -$37.7K -1,518 -6%
OCM
589
One Capital Management
California
$592K -$24.4K -984 -4%
CA
590
Capital Advantage
California
$590K +$25.9K +1,044 +5%
AWA
591
Acorn Wealth Advisors
Michigan
$585K -$2.33K -94 -0.4%
DWM
592
Dechtman Wealth Management
Colorado
$584K +$3.82K +154 +0.7%
FC
593
Forte Capital
New York
$584K -$9.63K -388 -2%
HI
594
Hendershot Investments
Virginia
$582K -$10.3K -416 -2%
LFAS
595
Level Four Advisory Services
Texas
$581K +$564K +22,698 +99%
Citigroup
596
Citigroup
New York
$580K -$175K -7,050 -24%
WCFA
597
Walkner Condon Financial Advisors
Wisconsin
$579K -$14.6K -586 -3%
BIA
598
Bigelow Investment Advisors
Maine
$575K -$15.6K -628 -3%
PAS
599
Park Avenue Securities
New York
$574K +$25.6K +1,032 +5%
CFD
600
Creative Financial Designs
Indiana
$572K -$16.9K -680 -3%