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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
751
TCI Wealth Advisors
Arizona
$303K +$12.1K +510 +4%
SWM
752
Selective Wealth Management
Virginia
$301K -$22.5K -950 -7%
CT
753
Clearstead Trust
Maine
$294K – – –
FA
754
Fagan Associates
New York
$291K – – –
SSB
755
Sandy Spring Bank
Maryland
$289K +$4.79K +202 +2%
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$4.5K -190 -2%
CP
757
Capital Planning
Washington
$285K +$30K +1,266 +12%
NA
758
Nottingham Advisors
New York
$285K – – –
BC
759
Bowman & Company
Wisconsin
$283K – – –
PG
760
Proffitt & Goodson
Tennessee
$282K – – –
SAG
761
SageView Advisory Group
California
$281K -$1.28M -54,020 -82%
Jane Street
762
Jane Street
New York
$280K -$934K -39,414 -77%
RWM
763
RBA Wealth Management
California
$279K +$15.6K +660 +6%
BWP
764
BSW Wealth Partners
Colorado
$277K -$45.1K -1,904 -14%
GWCM
765
Godshalk Welsh Capital Management
Pennsylvania
$275K – – –
RCM
766
Richardson Capital Management
Wisconsin
$275K -$1.85K -78 -0.7%
PVI
767
Pine Valley Investments
New Jersey
$275K – – –
FM
768
Foster & Motley
Ohio
$274K -$47.1K -1,986 -15%
ECG
769
Edge Capital Group
Georgia
$274K – – –
CP
770
Camelot Portfolios
Ohio
$272K +$271K +11,450 New
PWM
771
Power Wealth Management
Georgia
$271K +$271K +11,442 New
WHCFA
772
William Howard & Co Financial Advisors
Tennessee
$270K – – –
KWS
773
Keystone Wealth Services
California
$268K +$1.75K +74 +0.7%
AL
774
Aspiriant LLC
California
$267K +$7.25K +306 +3%
LF
775
LifeSteps Financial
California
$266K +$16K +674 +6%