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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
701
Retirement Group
California
$278K
BRWM
702
B. Riley Wealth Management
Tennessee
$275K -$5.9K -228 -2%
CAG
703
Compass Advisory Group
New York
$275K +$1.34K +52 +0.5%
Betterment LLC
704
Betterment LLC
New York
$274K +$4.24K +164 +2%
KL
705
KWMG LLC
Kansas
$272K +$50.1K +1,936 +22%
MA
706
MKT Advisors
California
$272K +$310K +11,964 New
BBW
707
Blue Barn Wealth
Utah
$270K -$8.59K -332 -3%
MFG
708
Mission Financial Group
Nevada
$268K +$976K +37,704 New
ATPW
709
Ashton Thomas Private Wealth
Arizona
$267K +$53.9K +2,084 +25%
PWM
710
Pinnacle Wealth Management
California
$266K +$269K +10,404 New
SCM
711
SOL Capital Management
Maryland
$265K
DADC
712
D.A. Davidson & Co
Montana
$262K +$56.3K +2,176 +27%
EW
713
Evoke Wealth
California
$260K +$250K +9,660 +1,902%
GWANC
714
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$262K +10,128 New
GB
715
Goepper Burkhardt
South Carolina
$256K +$1.55K +60 +0.6%
BFM
716
Broadview Financial Management
Wisconsin
$255K +$12.3K +476 +5%
CPA
717
Cardiff Park Advisors
California
$255K +$258K +9,964 New
RWA
718
River Wealth Advisors
Pennsylvania
$252K -$108K -4,172 -30%
PFPT
719
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K +$1.24K +48 +0.5%
AA
720
Apriem Advisors
California
$249K -$41.4K -1,600 -14%
T
721
TRUADVICE
Florida
$245K +$43.7K +1,688 +19%
S
722
SignatureFD
Georgia
$241K -$4.14K -160 -2%
SCM
723
Stordahl Capital Management
Colorado
$241K -$3.52K -136 -1%
MWM
724
Modera Wealth Management
New Jersey
$240K -$7.45K -288 -3%
AAS
725
Annex Advisory Services
Wisconsin
$238K +$33.2K +1,284 +16%