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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
676
Retirement Planning Group (Kansas)
Kansas
$411K +$447K +17,542 New
Envestnet Portfolio Solutions
677
Envestnet Portfolio Solutions
Illinois
$410K -$2.36M -92,534 -84%
EI
678
Ellevest Inc
New York
$410K +$510 +20 +0.1%
TWA
679
Trellis Wealth Advisors
California
$408K – – –
EK
680
Evensky & Katz
Florida
$408K +$918 +36 +0.2%
SFG
681
Sovereign Financial Group
Connecticut
$407K +$2.45K +96 +0.6%
FA
682
Fiduciary Alliance
South Carolina
$406K +$57.3K +2,247 +15%
APA
683
Astoria Portfolio Advisors
New York
$403K +$232K +9,120 +101%
HT
684
Heritage Trust
Oklahoma
$403K – – –
TP
685
Tranquility Partners
Tennessee
$403K -$15.2K -597 -3%
S
686
SignatureFD
Georgia
$402K -$214K -8,385 -33%
JLBC
687
J.L. Bainbridge & Co
Florida
$402K +$102 +4 +0%
BFG
688
Berger Financial Group
Minnesota
$401K -$3.15M -123,413 -88%
RWIA
689
Roger Wittlin Investment Advisory
California
$400K +$1.02K +40 +0.2%
BEI
690
Benjamin Edwards Inc
Missouri
$400K -$89.7K -3,520 -17%
QCM
691
QRG Capital Management
Illinois
$399K -$27.6K -1,083 -6%
MA
692
MJP Associates
Connecticut
$399K -$2.7K -106 -0.6%
PFA
693
Pure Financial Advisors
California
$399K +$64K +2,512 +17%
PI
694
PFG Investments
New York
$398K -$5.07K -199 -1%
PFA
695
Petra Financial Advisors
Colorado
$398K -$2.94M -115,184 -87%
GWA
696
Geometric Wealth Advisors
District of Columbia
$397K +$153 +6 +0%
GVAG
697
Great Valley Advisor Group
Delaware
$396K -$14.3K -561 -3%
KLI
698
Kelman-Lazarov Inc
Tennessee
$395K +$40.2K +1,577 +10%
KOC
699
Koss-Olinger Consulting
Florida
$395K -$43.4K -1,702 -9%
BW
700
BIP Wealth
Georgia
$392K +$20.2K +791 +5%