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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Costello Asset Management
Pennsylvania
$99K +$1.52K +60 +2%
CCA
702
Column Capital Advisors
Indiana
$90K
RFA
703
Reilly Financial Advisors
California
$86K +$13.5K +532 +18%
TSW
704
Thompson Siegel & Walmsley
Virginia
$85K
LWM
705
Liberty Wealth Management
California
$84K +$84.8K +3,340 New
BCM
706
Blume Capital Management
California
$83K -$41.1K -1,620 -33%
PO
707
Private Ocean
California
$82K +$25.2K +992 +43%
CPFP
708
Clear Perspectives Financial Planning
Ohio
$81K
FFA
709
Freedman Financial Associates
Massachusetts
$81K
FCA
710
FinTrust Capital Advisors
South Carolina
$80K +$203 +8 +0.3%
RWM
711
Raffa Wealth Management
District of Columbia
$78.4K +$203 +8 +0.3%
GCM
712
Gables Capital Management
Florida
$76K
GPA
713
Guidance Point Advisors
Massachusetts
$76K +$77.1K +3,036 New
PP
714
PDS Planning
Ohio
$75K +$2.03K +80 +3%
VCM
715
Vigilant Capital Management
Maine
$71K -$35.6K -1,400 -33%
BC
716
Burleson & Co
California
$70K +$203 +8 +0.3%
SWM
717
Selective Wealth Management
Virginia
$68K +$406 +16 +0.6%
PB
718
Pinnacle Bancorp
Nebraska
$67K
CCM
719
Covington Capital Management
California
$67K +$23.9K +940 +54%
FA
720
Fortis Advisors
Pennsylvania
$65K +$1.73K +68 +3%
TWA
721
TCI Wealth Advisors
Arizona
$65K +$8.73K +344 +15%
TFS
722
TrustCore Financial Services
Tennessee
$62K +$10.5K +412 +20%
CT
723
Caldwell Trust
Florida
$60.1K
Deutsche Bank
724
Deutsche Bank
Germany
$60K -$82.6K -3,252 -58%
GT
725
Glenmede Trust
Pennsylvania
$59K +$9.95K +392 +20%