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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
676
Aptus Capital Advisors
Alabama
$114K -$42.4K -1,724 -27%
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$108K
JP Morgan Chase
678
JP Morgan Chase
New York
$108K +$99.9K +4,060 +1,586%
OIA
679
Optimum Investment Advisors
Illinois
$106K -$9.25K -376 -8%
S
680
SignatureFD
Georgia
$105K +$49K +1,992 +89%
CAL
681
Capital Advisors Ltd
Ohio
$105K +$97.3K +3,956 +1,595%
OFG
682
Oxford Financial Group
Indiana
$103K +$984 +40 +1%
Simplex Trading
683
Simplex Trading
Illinois
$102K +$101K +4,120 New
CAM
684
Costello Asset Management
Pennsylvania
$101K
FPW
685
Flagship Private Wealth
Massachusetts
$98.2K -$98 -4 -0.1%
CFGS
686
Concourse Financial Group Securities
Alabama
$95K +$93.4K +3,796 New
US Bancorp
687
US Bancorp
Minnesota
$94K +$492 +20 +0.5%
PP
688
PDS Planning
Ohio
$91K +$1.57K +64 +2%
SFSIG
689
San Francisco Sentry Investment Group
California
$90K
CCA
690
Column Capital Advisors
Indiana
$89K
SPIA
691
Steward Partners Investment Advisory
New York
$87.7K +$61.1K +2,484 +240%
TSW
692
Thompson Siegel & Walmsley
Virginia
$85K
FHA
693
First Horizon Advisors
Tennessee
$85K +$12.4K +504 +17%
CPFP
694
Clear Perspectives Financial Planning
Ohio
$81K
FFA
695
Freedman Financial Associates
Massachusetts
$78K
TWA
696
TCI Wealth Advisors
Arizona
$78K +$8.85K +360 +13%
RWM
697
Raffa Wealth Management
District of Columbia
$77.7K +$98 +4 +0.1%
Citigroup
698
Citigroup
New York
$77K +$58.5K +2,380 +331%
GCM
699
Gables Capital Management
Florida
$75K
RFA
700
Reilly Financial Advisors
California
$75K +$8.26K +336 +13%