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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
MCF Advisors
Kentucky
$233K +$178 +7 +0.1%
BIG
852
Builder Investment Group
Georgia
$232K
RPA
853
Rock Point Advisors
Vermont
$232K
HFP
854
Holistic Financial Partners
Indiana
$232K -$77.7K -3,048 -24%
DBRC
855
D.B. Root & Company
Pennsylvania
$231K +$2.19K +86 +0.9%
SWM
856
Selective Wealth Management
Virginia
$230K -$17.1K -670 -6%
LI
857
Lafayette Investments
Maryland
$230K +$5.76K +226 +2%
CSI
858
Cross Staff Investments
New York
$230K +$25 +1 +0%
GWA
859
GGM Wealth Advisors
Maryland
$230K +$7.88K +309 +3%
CWM
860
Castle Wealth Management
Florida
$229K -$31K -1,216 -11%
GSWM
861
Golden State Wealth Management
California
$227K -$9.25K -363 -4%
RFP
862
Root Financial Partners
California
$227K +$247K +9,702 New
LF
863
LifeSteps Financial
California
$227K -$23.5K -923 -9%
Russell Investments Group
864
Russell Investments Group
United Kingdom
$226K +$235K +9,227 +2,197%
TI
865
Trexquant Investment
Connecticut
$226K +$246K +9,639 New
MMA
866
Miracle Mile Advisors
California
$226K +$245K +9,630 New
PCMC
867
Paragon Capital Management (Colorado)
Colorado
$226K
NA
868
Nottingham Advisors
New York
$225K +$1.71K +67 +0.7%
GWCM
869
Godshalk Welsh Capital Management
Pennsylvania
$225K
FWS
870
FinDec Wealth Services
California
$224K -$148K -5,823 -38%
PCS
871
Private Client Services
Kentucky
$223K -$22.5K -884 -8%
WI
872
Wedgewood Investors
Pennsylvania
$222K +$3.72K +146 +2%
TIM
873
Total Investment Management
Arizona
$221K +$32.4K +1,272 +16%
KWS
874
Keystone Wealth Services
California
$221K -$45.6K -1,788 -16%
FIA
875
FPC Investment Advisory
California
$219K +$227K +8,890 +1,785%