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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
951
Hoey Investments
Pennsylvania
$876 +$834 +40 New
SFC
952
SYM Financial Corp
Indiana
$788 +$750 +36 New
MIM
953
Macroview Investment Management
Maryland
$637 +$42 +2 +7%
AssetMark Inc
954
AssetMark Inc
California
$613 +$584 +28 New
BF
955
BOK Financial
Oklahoma
$526 -$13.4K -644 -96%
AA
956
Addison Advisors
Vermont
$526 -$1K -48 -67%
MFG
957
Mendota Financial Group
Wisconsin
$526 +$500 +24 New
BlackRock
958
BlackRock
New York
$394 -$336K -16,122 -100%
CFFP
959
Center for Financial Planning
Michigan
$351
HS
960
Horan Securities
United States
$350
MAWCM
961
Mine & Arao Wealth Creation & Management
California
$221
CP
962
Capital Planning
Washington
-$7.17M -341,856 Closed
BWM
963
BCS Wealth Management
Tennessee
-$5.51M -263,020 Closed
LWM
964
Liberty Wealth Management
California
-$3.61M -166,704 Closed
SFMG
965
Sage Financial Management Group
Virginia
-$3.25M -155,196 Closed
SCI
966
Stableford Capital II
Arizona
-$3.06M -151,202 Closed
PWA
967
Providence Wealth Advisors
Illinois
-$2.95M -141,292 Closed
IDA
968
Intelligence Driven Advisers
California
-$1.51M -74,066 Closed
RIA
969
Retirement Investment Advisors
Oklahoma
-$1.58M -66,896 Closed
TSS
970
Two Sigma Securities
New York
-$1.11M -52,808 Closed
SW
971
SVB Wealth
Massachusetts
-$1.09M -51,770 Closed
CI
972
CX Institutional
Indiana
-$1.04M -49,388 Closed
GFP
973
Guardian Financial Partners
California
-$839K -40,022 Closed
PCWA
974
Pacific Capital Wealth Advisors
California
-$722K -34,448 Closed
PWM
975
Prosperity Wealth Management
California
-$581K -27,696 Closed