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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
926
Financial Management Professionals
Texas
$2K
SMA
927
Sage Mountain Advisors
Georgia
$1.99K
MSFP
928
Mark Sheptoff Financial Planning
Connecticut
$1.57K
BWP
929
Baldwin Wealth Partners
Massachusetts
$1.32K
TF
930
Tompkins Financial
New York
$1.08K
TFA
931
Transamerica Financial Advisors
Florida
$1K -$16K -730 -100%
OAJ
932
Ogorek Anthony Joseph
New York
$1K
CCMI
933
Creative Capital Management Investments
California
$994 +$1.05K +48 New
AssetMark Inc
934
AssetMark Inc
California
$911 +$351 +16 +57%
BCMIO
935
Beacon Capital Management Inc (Ohio)
Ohio
$828
AA
936
Addison Advisors
Vermont
$746 +$263 +12 +50%
FFA
937
Founders Financial Alliance
North Carolina
$580 -$834 -38 -58%
MFG
938
Mendota Financial Group
Wisconsin
$498
FCAS
939
First Command Advisory Services
Texas
$456 +$483 +22 New
BlackRock
940
BlackRock
New York
$373
PCTC
941
Perkins Coie Trust Company
Washington
$372 +$395 +18 New
MAWCM
942
Mine & Arao Wealth Creation & Management
California
$210
Legacy Financial Group (Iowa)
943
Legacy Financial Group (Iowa)
Iowa
$207 +$219 +10 New
HWP
944
Highline Wealth Partners
California
$166 +$176 +8 New
BNP Paribas Financial Markets
945
BNP Paribas Financial Markets
France
$124 +$132 +6 New
RGF
946
Retirement Guys Formula
Ohio
-$6.8M -310,608 Closed
AWM
947
Adams Wealth Management
Utah
-$4.87M -222,346 Closed
Lido Advisors
948
Lido Advisors
California
-$2.46M -112,504 Closed
Susquehanna International Group
949
Susquehanna International Group
Pennsylvania
-$2.2M -100,458 Closed
Jane Street
950
Jane Street
New York
-$1.69M -77,040 Closed