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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
$146K +$15.7K +752 +11%
BTI
702
Blue Trust Inc
Georgia
$144K +$141K +6,726 +1,032%
SWM
703
Spire Wealth Management
Virginia
$136K -$212K -10,156 -59%
GWM
704
Geneos Wealth Management
Colorado
$135K -$1.09K -52 -0.7%
BWA
705
BDO Wealth Advisors
Florida
$135K +$6.44K +308 +4%
CWA
706
Clearview Wealth Advisors
Oregon
$133K -$40.8K -1,950 -22%
RDFA
707
Ritter Daniher Financial Advisory
Ohio
$133K -$14.7K -704 -9%
NSIM
708
North Star Investment Management
Illinois
$126K
KSWA
709
Kathleen S. Wright Associates
Pennsylvania
$125K +$8.28K +396 +6%
MA
710
MCF Advisors
Kentucky
$123K +$36.1K +1,724 +36%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$121K -$21.7K -1,038 -14%
OIA
712
Optimum Investment Advisors
Illinois
$118K +$251 +12 +0.2%
HI
713
Hudock Inc
Pennsylvania
$116K +$418 +20 +0.3%
JP Morgan Chase
714
JP Morgan Chase
New York
$114K -$10.6K -506 -8%
OFG
715
Oxford Financial Group
Indiana
$106K +$1.05K +50 +0.9%
SIC
716
SJS Investment Consulting
Ohio
$104K +$115K +5,486 New
KFI
717
Key Financial Inc
Pennsylvania
$92K +$3.26K +156 +3%
CWC
718
Carolinas Wealth Consulting
North Carolina
$90K +$125 +6 +0.1%
Bessemer Group
719
Bessemer Group
New Jersey
$89K
FCT
720
First Community Trust
Iowa
$87K -$25.1K -1,200 -21%
LFA
721
Level Financial Advisors
New York
$86K -$13.9K -664 -13%
SOS
722
Silver Oak Securities
Tennessee
$84.1K -$168K -8,014 -66%
TWA
723
TCI Wealth Advisors
Arizona
$82K +$125 +6 +0.1%
PMFA
724
Plante Moran Financial Advisors
Michigan
$81K +$26K +1,242 +41%
CDIA
725
Capital Directions Investment Advisors
Georgia
$77K -$102K -4,892 Closed