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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
576
Texas Capital Bank Wealth Management Services
Texas
$872K
RWM
577
Ritholtz Wealth Management
New York
$868K +$379K +12,629 +73%
3FI
578
3 Factor Indexing
California
$867K +$893K +29,800 New
DWT
579
Dorsey & Whitney Trust
South Dakota
$863K
CS
580
Crescent Sterling
Louisiana
$860K -$20.4K -680 -2%
HR
581
Howe & Rusling
New York
$849K -$161K -5,360 -16%
FIC
582
Family Investment Center
Missouri
$845K -$16.8K -562 -2%
BIG
583
Brookwood Investment Group
Arizona
$845K +$871K +29,046 New
CFO
584
CVA Family Office
Colorado
$844K +$3.09K +103 +0.4%
RFP
585
Root Financial Partners
California
$841K +$314K +10,484 +57%
RDWM
586
Red Door Wealth Management
Tennessee
$841K -$6.42K -214 -0.7%
WF
587
Warner Financial
Maryland
$839K +$19.8K +661 +2%
PAM
588
Pegasus Asset Management
New York
$837K +$65.9K +2,198 +8%
SLP
589
Storen Legacy Partners
Indiana
$831K +$13.9K +465 +2%
FC
590
Financial Consulate
Maryland
$825K +$561K +18,702 +194%
OC
591
Optima Capital
Oregon
$824K +$150 +5 +0%
MCCP
592
Mission Creek Capital Partners
California
$822K +$776K +25,883 +167%
FF
593
Farnam Financial
Arizona
$818K +$74.4K +2,483 +10%
Vanguard Advisers Inc
594
Vanguard Advisers Inc
Pennsylvania
$817K +$842K +28,082 New
PSIWM
595
Paradigm Strategies in Wealth Management
Minnesota
$816K -$62K -2,070 -7%
HP
596
Hilltop Partners
Indiana
$810K -$8.33K -278 -1%
FA
597
Fiduciary Alliance
South Carolina
$805K +$81K +2,701 +12%
OC
598
Oarsman Capital
Wisconsin
$805K -$22.4K -747 -3%
CFD
599
Creative Financial Designs
Indiana
$805K +$82.8K +2,763 +11%
Northern Trust
600
Northern Trust
Illinois
$805K +$393K +13,096 +90%