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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
651
Plancorp LLC
Missouri
$328K +$330 +14 +0.1%
CAG
652
Csenge Advisory Group
Florida
$328K +$327K +13,858 New
JCM
653
Jacobsen Capital Management
Utah
$326K +$46K +1,950 +17%
PAM
654
Premier Asset Management
Illinois
$325K
BFC
655
Bedel Financial Consulting
Indiana
$322K +$94 +4 +0%
FM
656
Foster & Motley
Ohio
$322K +$16.8K +712 +6%
KFA
657
Kelleher Financial Advisors
New York
$320K +$1.89K +80 +0.6%
FCH
658
Freestone Capital Holdings
Washington
$317K -$260K -11,002 -45%
BWM
659
BNC Wealth Management
Oregon
$313K -$8.31K -352 -3%
NHC
660
Nicholas Hoffman & Company
Georgia
$313K +$6.7K +284 +2%
DWM
661
Dakota Wealth Management
Florida
$313K +$312K +13,232 New
PCM
662
Pennsylvania Capital Management
Pennsylvania
$310K -$94 -4 -0%
CWS
663
Cypress Wealth Services
California
$309K -$11.9K -504 -4%
CSI
664
Cross Staff Investments
New York
$308K
PFA
665
Pure Financial Advisors
California
$307K -$20.1K -850 -6%
SOS
666
Silver Oak Securities
Tennessee
$307K +$316K +13,406 New
GWMI
667
Guardian Wealth Management (Illinois)
Illinois
$306K -$4.16K -176 -1%
SWA
668
SFMG Wealth Advisors
Texas
$304K +$2.41K +102 +0.8%
US Bancorp
669
US Bancorp
Minnesota
$304K +$167K +7,088 +123%
GG
670
Gofen & Glossberg
Illinois
$303K +$39.1K +1,656 +15%
CCG
671
Capital CS Group
California
$302K -$103K -4,364 -26%
NA
672
Nottingham Advisors
New York
$299K
AIM
673
Aurora Investment Managers
Florida
$299K +$298K +12,620 New
American Century Companies
674
American Century Companies
Missouri
$298K -$352K -14,902 -54%
LF
675
LifeSteps Financial
California
$298K -$3.45K -146 -1%