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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
776
Oxford Financial Group
Indiana
$130K -$1.32K -56 -1%
LFA
777
Level Financial Advisors
New York
$129K -$17.4K -736 -12%
CAL
778
Capital Advisors Ltd
Ohio
$128K +$40.1K +1,700 +46%
MA
779
MCF Advisors
Kentucky
$123K +$123K +5,192 New
GWM
780
Geneos Wealth Management
Colorado
$117K -$96.7K -4,096 -45%
CDIA
781
Capital Directions Investment Advisors
Georgia
$116K +$115K +4,892 New
CWC
782
Carolinas Wealth Consulting
North Carolina
$112K -$14.9K -630 -12%
Bessemer Group
783
Bessemer Group
New Jersey
$111K
CFGS
784
Concourse Financial Group Securities
Alabama
$104K +$50.3K +2,130 +94%
CAM
785
Costello Asset Management
Pennsylvania
$98K -$1.51K -64 -2%
PMFA
786
Plante Moran Financial Advisors
Michigan
$86K +$30.3K +1,284 +54%
CCA
787
Column Capital Advisors
Indiana
$85K
TSW
788
Thompson Siegel & Walmsley
Virginia
$81K
SWM
789
Selective Wealth Management
Virginia
$80K +$14.8K +626 +23%
Citigroup
790
Citigroup
New York
$79K +$62.6K +2,654 +381%
PB
791
Pinnacle Bancorp
Nebraska
$78K +$14.6K +620 +23%
Kayne Anderson Rudnick Investment Management
792
Kayne Anderson Rudnick Investment Management
California
$78K +$77.5K +3,284 New
BW
793
Bison Wealth
Georgia
$77K -$200K -8,472 -72%
TFP
794
Tilia Fiduciary Partners
North Carolina
$77K +$1.51K +64 +2%
FCA
795
FinTrust Capital Advisors
South Carolina
$76K +$94 +4 +0.1%
RWM
796
Raffa Wealth Management
District of Columbia
$74.2K
CA
797
Clearstead Advisors
Ohio
$73K +$7.6K +322 +12%
GCM
798
Gables Capital Management
Florida
$72K
GIP
799
Granite Investment Partners
California
$72K +$28.5K +1,208 +66%
FFA
800
Freedman Financial Associates
Massachusetts
$70K -$7.27K -308 -10%