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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
576
Vanguard Personalized Indexing Management
California
$876K +$9.02K +301 +1%
TCBWMS
577
Texas Capital Bank Wealth Management Services
Texas
$872K – – –
RWM
578
Ritholtz Wealth Management
New York
$868K +$379K +12,629 +73%
3FI
579
3 Factor Indexing
California
$867K +$893K +29,800 New
DWT
580
Dorsey & Whitney Trust
South Dakota
$863K – – –
CS
581
Crescent Sterling
Louisiana
$860K -$20.4K -680 -2%
HR
582
Howe & Rusling
New York
$849K -$161K -5,360 -16%
FIC
583
Family Investment Center
Missouri
$845K -$16.8K -562 -2%
BIG
584
Brookwood Investment Group
Arizona
$845K +$871K +29,046 New
CFO
585
CVA Family Office
Colorado
$844K +$3.09K +103 +0.4%
RFP
586
Root Financial Partners
California
$841K +$314K +10,484 +57%
RDWM
587
Red Door Wealth Management
Tennessee
$841K -$6.42K -214 -0.7%
WF
588
Warner Financial
Maryland
$839K +$19.8K +661 +2%
PAM
589
Pegasus Asset Management
New York
$837K +$65.9K +2,198 +8%
SLP
590
Storen Legacy Partners
Indiana
$831K +$13.9K +465 +2%
FC
591
Financial Consulate
Maryland
$825K +$561K +18,702 +194%
OC
592
Optima Capital
Oregon
$824K +$150 +5 +0%
MCCP
593
Mission Creek Capital Partners
California
$822K +$776K +25,883 +167%
FF
594
Farnam Financial
Arizona
$818K +$74.4K +2,483 +10%
Vanguard Advisers Inc
595
Vanguard Advisers Inc
Pennsylvania
$817K +$842K +28,082 New
PSIWM
596
Paradigm Strategies in Wealth Management
Minnesota
$816K -$62K -2,070 -7%
HP
597
Hilltop Partners
Indiana
$810K -$8.33K -278 -1%
FA
598
Fiduciary Alliance
South Carolina
$805K +$81K +2,701 +12%
OC
599
Oarsman Capital
Wisconsin
$805K -$22.4K -747 -3%
CFD
600
Creative Financial Designs
Indiana
$805K +$82.8K +2,763 +11%