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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
651
Reilly Financial Advisors
California
$59K – – –
CT
652
Caldwell Trust
Florida
$53.4K – – –
PO
653
Private Ocean
California
$53K +$19.7K +988 +70%
Simon Quick Advisors
654
Simon Quick Advisors
New Jersey
$51K +$26.5K +1,332 +141%
SignatureFD
655
SignatureFD
Georgia
$50K +$4.54K +228 +11%
PK
656
Pflug Koory
Nebraska
$46K – – –
AssetMark Inc
657
AssetMark Inc
California
$46K +$13.9K +700 +52%
BCM
658
Blume Capital Management
California
$45K – – –
AWG
659
Altus Wealth Group
Colorado
$44K +$39.3K +1,976 New
BCA
660
Berman Capital Advisors
Georgia
$43K -$12.5K -628 -24%
Glenmede Trust
661
Glenmede Trust
Pennsylvania
$43K +$23.9K +1,200 +155%
CFA
662
Carroll Financial Associates
North Carolina
$42K -$37.2K -1,868 -49%
TPWA
663
TRUE Private Wealth Advisors
Oregon
$42K – – –
SWM
664
Sugarloaf Wealth Management
Georgia
$41K – – –
IA
665
Inspire Advisors
Idaho
$35K +$31.3K +1,572 New
TCOV
666
Trust Company of Vermont
Vermont
$34K +$30.7K +1,544 New
Arax Advisory Partners
667
Arax Advisory Partners
Colorado
$32K -$12.9K -648 -31%
Ancora Advisors
668
Ancora Advisors
Ohio
$32K +$159 +8 +0.6%
SL
669
Savior LLC
Massachusetts
$31K +$17.8K +896 +181%
DI
670
Disciplined Investments
Oklahoma
$30K – – –
LGA
671
Lebenthal Global Advisors
New York
$29K +$26.3K +1,320 New
KTC
672
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
AFG
673
Albion Financial Group
Utah
$28K +$24.6K +1,236 New
LWA
674
Lenox Wealth Advisors
New York
$27K – – –
CAAS
675
Capital Asset Advisory Services
Michigan
$27K +$557 +28 +2%