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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$390K +$213K +9,904 +114%
RDIA
602
RE Dickinson Investment Advisors
Iowa
$385K -$1.04M -48,432 -73%
SRC
603
Sage Rhino Capital
California
$382K +$946 +44 +0.2%
GVAG
604
Great Valley Advisor Group
Delaware
$382K +$14K +652 +4%
FC
605
Forte Capital
New York
$380K -$2.58K -120 -0.7%
EK
606
Evensky & Katz
Florida
$379K -$277K -12,866 -42%
PD
607
Planning Directions
Pennsylvania
$379K +$1.03K +48 +0.3%
RPA
608
Rock Point Advisors
Vermont
$375K +$1.93K +90 +0.5%
PFBT
609
Parkside Financial Bank & Trust
Missouri
$374K +$44.7K +2,080 +13%
ACP
610
Aveo Capital Partners
Colorado
$373K -$44.7K -2,082 -10%
AWM
611
Atticus Wealth Management
Florida
$372K +$1.29K +60 +0.3%
SWM
612
Stockman Wealth Management
Montana
$372K
GWM
613
Gray Wealth Management
Maine
$371K +$4.3K +200 +1%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$84K +3,906 +28%
SFG
615
Sovereign Financial Group
Connecticut
$368K -$50.3K -2,342 -12%
ACA
616
Aptus Capital Advisors
Alabama
$365K +$10.3K +478 +3%
GWANC
617
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K +$10.7K +496 +3%
TWA
618
Trellis Wealth Advisors
California
$365K
Bank of New York Mellon
619
Bank of New York Mellon
New York
$364K -$21.6K -1,006 -5%
HTC
620
Haverford Trust Company
Pennsylvania
$356K -$72.2K -3,358 -16%
TA
621
Trellis Advisors
Washington
$353K -$56.6K -2,634 -14%
WSTAM
622
Wilbanks Smith & Thomas Asset Management
Virginia
$353K -$80.4K -3,742 -18%
PA
623
Planning Alternatives
Michigan
$351K +$12K +558 +3%
JWM
624
Jeppson Wealth Management
California
$351K -$1.29K -60 -0.4%
FWS
625
FinDec Wealth Services
California
$343K -$60.3K -2,806 -15%