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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1001
Clarity Wealth Advisors
California
$211K +$209K +7,411 New
TWM
1002
Topsail Wealth Management
North Carolina
$211K – – –
AA
1003
Ancora Advisors
Ohio
$209K +$57.8K +2,047 +39%
PPF
1004
Pacific Park Financial
California
$209K +$207K +7,322 New
TIM
1005
Total Investment Management
Arizona
$208K +$537 +19 +0.3%
AIMC
1006
Alley Investment Management Company
Illinois
$208K -$2.99K -106 -1%
ARC
1007
Advisor Resource Council
Texas
$208K +$193K +6,825 New
GKWIM
1008
Gerber Kawasaki Wealth & Investment Management
California
$207K -$45.8K -1,621 -18%
AA
1009
Apriem Advisors
California
$207K -$706 -25 -0.3%
IPA
1010
Investment Planning Advisors
Georgia
$205K +$508 +18 +0.3%
ML
1011
Mayport LLC
Massachusetts
$205K +$203K +7,186 New
BFM
1012
Broadview Financial Management
Wisconsin
$204K -$2.57K -91 -1%
AWM
1013
Axxcess Wealth Management
California
$203K +$202K +7,140 New
ACM
1014
Anfield Capital Management
California
$203K +$43.4K +1,537 +27%
HCMT
1015
Highland Capital Management (Tennessee)
Tennessee
$202K -$52.3K -1,851 -21%
NEPWA
1016
New England Private Wealth Advisors
Massachusetts
$202K +$200K +7,079 New
GWAM
1017
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K -$3.62K -128 -2%
MWP
1018
Madison Wealth Partners
Wisconsin
$201K -$42.6K -1,509 -18%
EWM
1019
Evercore Wealth Management
New York
$201K -$4.18K -148 -2%
ISFAN
1020
Investor's Fiduciary Advisor Network
Washington
$200K +$199K +7,054 New
AssetMark Inc
1021
AssetMark Inc
California
$197K +$11.8K +418 +6%
FPF
1022
First Pacific Financial
Washington
$195K +$875 +31 +0.5%
RF
1023
Robinswood Financial
Washington
$194K – – –
PCM
1024
Palouse Capital Management
Washington
$192K +$3.19K +113 +2%
PB
1025
Pinnacle Bancorp
Nebraska
$191K -$4.77K -169 -2%