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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1051
Total Investment Management
Arizona
$246K +$397 +12 +0.2%
MYIA
1052
Mount Yale Investment Advisors
Colorado
$243K +$222K +6,723 New
VAS
1053
Vestmark Advisory Solutions
Massachusetts
$243K +$222K +6,723 New
BWL
1054
Bogart Wealth LLC
Virginia
$243K +$6.05K +183 +3%
AFP
1055
ATLas Financial Planning
Georgia
$243K -$32.9K -996 -13%
Envestnet Portfolio Solutions
1056
Envestnet Portfolio Solutions
Illinois
$243K +$222K +6,719 New
RCM
1057
Radnor Capital Management
Pennsylvania
$243K +$222K +6,712 New
CWM
1058
Cabot Wealth Management
Massachusetts
$242K -$19.4K -586 -8%
MFPI
1059
Midwest Financial Partners Investments
Minnesota
$241K +$220K +6,658 New
NEPWA
1060
New England Private Wealth Advisors
Massachusetts
$240K +$99 +3 +0%
MA
1061
Modus Advisors
Minnesota
$239K +$219K +6,626 New
SB
1062
Strategic Blueprint
Georgia
$239K +$219K +6,625 New
PCM
1063
Park Capital Management
Wisconsin
$239K +$219K +6,618 New
AF
1064
Amara Financial
California
$239K +$218K +6,605 New
WI
1065
Westbourne Investments
Virginia
$237K +$217K +6,560 New
FF
1066
Financial Futures
New Jersey
$236K +$216K +6,535 New
SA
1067
Skyline Advisors
Washington
$236K +$216K +6,527 New
MIC
1068
Meridian Investment Counsel
California
$235K +$215K +6,501 New
LWM
1069
Lionshead Wealth Management
New York
$234K +$214K +6,489 New
AFO
1070
Allie Family Office
Florida
$234K +$214K +6,463 New
ARC
1071
Advisor Resource Council
Texas
$233K +$220K +6,663 New
CCM
1072
Carmel Capital Management
California
$233K +$213K +6,456 New
SWP
1073
Strategic Wealth Partners
Ohio
$230K +$99 +3 +0%
FAC
1074
Financial Advisory Corporation
Michigan
$229K +$209K +6,339 New
FPN
1075
Financial Planning Navigators
Minnesota
$228K +$208K +6,303 New