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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$1K – – –
FMP
627
Financial Management Professionals
Texas
$1K – – –
LDFR
628
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
OAJ
629
Ogorek Anthony Joseph
New York
$1K – – –
TFGT
630
TS Financial Group (TSFG)
Illinois
$1K – – –
IFAM
631
Institutional & Family Asset Management
Colorado
$1K +$1.09K +64 New
GSWM
632
Golden State Wealth Management
California
$1K +$1.63K +96 New
MSFP
633
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.7K +100 New
GEA
634
Glen Eagle Advisors
New Jersey
$670 – – –
KFS
635
Kelly Financial Services
Massachusetts
$157 – – –
WIM
636
Westside Investment Management
California
$1 +$1.97K +116 New
EA
637
Evergreen Advisors
Tennessee
– -$20.1M -1,065,488 Closed
TC
638
Tatro Capital
Kentucky
– -$8.6M -454,900 Closed
SHA
639
Seneca House Advisors
Virginia
– -$8.03M -424,552 Closed
Jane Street
640
Jane Street
New York
– -$5.89M -311,564 Closed
SPFA
641
Summit Place Financial Advisors
New Jersey
– -$5.06M -267,708 Closed
Citadel Advisors
642
Citadel Advisors
Florida
– -$3.67M -193,964 Closed
IAA
643
Independent Advisor Alliance
North Carolina
– -$3.4M -179,508 Closed
PWP
644
Principle Wealth Partners
Connecticut
– -$3.35M -177,344 Closed
SCP
645
Shorepoint Capital Partners
Massachusetts
– -$3.34M -176,576 Closed
TRCT
646
Tower Research Capital (TRC)
New York
– -$2.42M -127,900 Closed
AWM
647
Aprio Wealth Management
Georgia
– -$2.27M -120,000 Closed
Fiera Capital (Canada)
648
Fiera Capital (Canada)
Quebec, Canada
– -$2.15M -113,636 Closed
LWM
649
Lionsbridge Wealth Management
Florida
– -$1.76M -93,324 Closed
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
– -$1.76M -93,044 Closed