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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
626
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$95.7K +4,808 New
OIA
627
Optimum Investment Advisors
Illinois
$103K -$3.74K -188 -4%
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$95K
LFG
629
Larson Financial Group
Missouri
$92K -$75.2K -3,776 -48%
FPW
630
Flagship Private Wealth
Massachusetts
$91.1K +$77K +3,868 New
OFG
631
Oxford Financial Group
Indiana
$91K +$956 +48 +1%
CAM
632
Costello Asset Management
Pennsylvania
$90K -$2.79K -140 -3%
PFO
633
Pathstone Family Office
New Jersey
$89K
US Bancorp
634
US Bancorp
Minnesota
$83K -$478 -24 -0.6%
CCA
635
Column Capital Advisors
Indiana
$80K
SFSIG
636
San Francisco Sentry Investment Group
California
$80K
Deutsche Bank
637
Deutsche Bank
Germany
$80K +$23.9K +1,200 +50%
PP
638
PDS Planning
Ohio
$80K +$71.4K +3,584 New
FCH
639
Freestone Capital Holdings
Washington
$77.1K +$69K +3,464 New
TSW
640
Thompson Siegel & Walmsley
Virginia
$76K +$52.6K +2,640 +347%
CPFP
641
Clear Perspectives Financial Planning
Ohio
$72K +$64.8K +3,256 New
RWM
642
Raffa Wealth Management
District of Columbia
$69.2K
FFA
643
Freedman Financial Associates
Massachusetts
$69K +$62K +3,112 New
PB
644
Pinnacle Bancorp
Nebraska
$68K +$4.78K +240 +9%
GCM
645
Gables Capital Management
Florida
$67K
SWM
646
Selective Wealth Management
Virginia
$66K -$15.7K -788 -21%
FHA
647
First Horizon Advisors
Tennessee
$65K +$31.4K +1,576 +116%
TWA
648
TCI Wealth Advisors
Arizona
$62K
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$62K +$55.1K +2,768 New
HWA
650
HCR Wealth Advisors
California
$61K +$2.95K +148 +6%