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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAP
1026
Harbor Asset Planning
Massachusetts
$60.6K +$160 +6 +0.3%
JFGIW
1027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K -$50.8K -1,901 -47%
EA
1028
Evolution Advisers
Virginia
$59K -$321 -12 -0.6%
CAM
1029
Costello Asset Management
Pennsylvania
$57.6K -$23.7K -885 -30%
BCM
1030
Blume Capital Management
California
$56.7K
BDPWM
1031
Barnes Dennig Private Wealth Management
Ohio
$55.8K
BWL
1032
Bogart Wealth LLC
Virginia
$54.1K -$1.09M -40,932 -95%
PS
1033
Pinney & Scofield
Massachusetts
$53.8K +$80 +3 +0.2%
CTWM
1034
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1035
Grey Fox Wealth Advisors
Delaware
$46.1K +$44.2K +1,652 New
ME
1036
McIlrath & Eck
Washington
$45.1K +$53 +2 +0.1%
FHC
1037
First Horizon Corporation
Tennessee
$44.7K +$42.8K +1,602 New
CIAS
1038
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1039
Integrity Financial
Wyoming
$44K
LWA
1040
Lowe Wealth Advisors
Maryland
$39.3K +$1.87K +70 +5%
BIM
1041
Breakwater Investment Management
Washington
$39.2K
SIS
1042
Sound Income Strategies
Florida
$38.6K -$37.8K -1,414 -51%
RIL
1043
Rothschild Investment LLC
Illinois
$36.8K
M
1044
MOTCO
Texas
$35.6K -$6.58K -246 -16%
Fifth Third Bancorp
1045
Fifth Third Bancorp
Ohio
$35.5K +$10.7K +401 +46%
RF
1046
Rossby Financial
Florida
$34.8K -$107 -4 -0.3%
MFA
1047
Morling Financial Advisors
California
$33.5K +$27 +1 +0.1%
CWM
1048
Crowley Wealth Management
Delaware
$33.5K
CNBT
1049
Cornerstone National Bank & Trust
Illinois
$32.6K
HI
1050
Hoey Investments
Pennsylvania
$32.3K