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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Bullock Wealth Management
Indiana
$450K -$21.7K -919 -5%
PFS
677
Prospera Financial Services
Texas
$447K +$181K +7,656 +76%
TWM
678
Thrive Wealth Management
Pennsylvania
$445K +$40.5K +1,712 +11%
TW
679
TritonPoint Wealth
Maryland
$442K -$25.5K -1,077 -6%
SAF
680
Smith Anglin Financial
Texas
$442K -$47.3K -2,002 -10%
KP
681
Keel Point
Alabama
$442K -$28K -1,186 -6%
TWA
682
Trellis Wealth Advisors
California
$441K – – –
OCM
683
One Capital Management
California
$439K -$55.6K -2,352 -12%
LTL
684
Lowery Thomas LLC
California
$437K -$373K -15,770 -48%
MWP
685
Meridian Wealth Partners
Pennsylvania
$434K +$14.1K +598 +4%
JLBC
686
J.L. Bainbridge & Co
Florida
$434K +$118 +5 +0%
Envestnet Portfolio Solutions
687
Envestnet Portfolio Solutions
Illinois
$433K -$8.72K -369 -2%
CTA
688
Chesley Taft & Associates
Illinois
$433K +$48.7K +2,062 +14%
RWIA
689
Roger Wittlin Investment Advisory
California
$433K +$1.32K +56 +0.3%
BEI
690
Benjamin Edwards Inc
Missouri
$432K +$260 +11 +0.1%
HTC
691
Haverford Trust Company
Pennsylvania
$432K -$14.2K -601 -3%
SAW
692
Signal Advisors Wealth
Michigan
$431K -$2.07M -87,483 -84%
EK
693
Evensky & Katz
Florida
$429K -$10.5K -446 -3%
FC
694
FCA Corp
Texas
$429K -$44.7K -1,892 -10%
TP
695
Tranquility Partners
Tennessee
$426K -$8.09K -342 -2%
KOC
696
Koss-Olinger Consulting
Florida
$426K -$284 -12 -0.1%
PCM
697
Pennsylvania Capital Management
Pennsylvania
$424K +$21.7K +917 +6%
EFA
698
Evernest Financial Advisors
Indiana
$422K +$13.4K +566 +4%
CCG
699
Chatham Capital Group
Georgia
$421K – – –
MIA
700
MeadowBrook Investment Advisors
Michigan
$417K – – –