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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
676
F.L. Putnam Investment Management
Massachusetts
$556K +$551K +19,509 New
TIA
677
Tiemann Investment Advisors
California
$551K
WW
678
Waterfront Wealth
Kansas
$549K -$5.03K -178 -1%
BFA
679
Beaumont Financial Advisors
Massachusetts
$548K +$141 +5 +0%
AWA
680
Acorn Wealth Advisors
Michigan
$547K -$45.4K -1,607 -8%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$544K -$5.37K -190 -1%
CMAI
682
Capital Management Associates Inc
Minnesota
$537K -$54K -1,913 -9%
HTC
683
Haverford Trust Company
Pennsylvania
$536K +$48.1K +1,704 +10%
SSW
684
Stone Summit Wealth
Florida
$534K -$28.1K -994 -5%
CTA
685
Chesley Taft & Associates
Illinois
$533K
GWANC
686
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K +$3.56K +126 +0.7%
RFP
687
Root Financial Partners
California
$525K +$162K +5,729 +45%
KP
688
Keel Point
Alabama
$525K +$19.3K +684 +4%
MA
689
MJP Associates
Connecticut
$522K -$1.5K -53 -0.3%
RPGK
690
Retirement Planning Group (Kansas)
Kansas
$518K +$11.4K +404 +2%
SWM
691
Silverlake Wealth Management
Vermont
$517K +$24.5K +868 +5%
BIA
692
Bigelow Investment Advisors
Maine
$517K -$34.8K -1,232 -6%
TWM
693
Thrive Wealth Management
Pennsylvania
$515K +$34.4K +1,219 +7%
LFG
694
Leverty Financial Group
Wisconsin
$511K -$72.8K -2,578 -13%
BI
695
Berkeley Inc
Idaho
$511K -$33.4K -1,182 -6%
GWM
696
Gilpin Wealth Management
Colorado
$509K +$504K +17,865 New
EWM
697
Evermay Wealth Management
Virginia
$508K +$1.13K +40 +0.2%
PCM
698
Pennsylvania Capital Management
Pennsylvania
$506K +$33K +1,170 +7%
SA
699
Stewardship Advisors
Pennsylvania
$504K +$734 +26 +0.1%
Envestnet Portfolio Solutions
700
Envestnet Portfolio Solutions
Illinois
$501K -$1.04K -37 -0.2%