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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Atticus Wealth Management
Florida
$99 -$3.94K -166 -98%
NC
1052
NewSquare Capital
Pennsylvania
$95 – – –
HFA
1053
Hershey Financial Advisers
Pennsylvania
$95 +$95 +4 New
FFA
1054
Frazier Financial Advisors
Ohio
$48 – – –
BL
1055
Balentine LLC
Georgia
$47 -$2.23K -94 -98%
FM
1056
Family Management
New York
$19 – – –
CSIA
1057
Charles Schwab Investment Advisory
California
– -$3.76B -152,762,734 Closed
CA
1058
CoreCap Advisors
Michigan
– -$14.8M -600,958 Closed
BWM
1059
BCS Wealth Management
Tennessee
– -$5.66M -229,848 Closed
CWM
1060
Campbell Wealth Management
Virginia
– -$2.62M -106,544 Closed
CBFP
1061
Cedar Brook Financial Partners
Ohio
– -$2.47M -100,250 Closed
SFMG
1062
Sage Financial Management Group
Virginia
– -$2.25M -91,494 Closed
EAM
1063
Empirical Asset Management
Massachusetts
– -$66.2K -49,632 Closed
NL
1064
NWAM LLC
Washington
– -$1.07M -44,618 Closed
OFS
1065
OneAscent Financial Services
Alabama
– -$1.08M -43,818 Closed
Pathstone Holdings
1066
Pathstone Holdings
New Jersey
– -$1.01M -41,044 Closed
DP
1067
DDD Partners
Washington
– -$843K -34,222 Closed
WP
1068
WMS Partners
Maryland
– -$711K -28,870 Closed
BA
1069
Bridgewater Advisors
New York
– -$511K -20,764 Closed
MAM
1070
Meeder Asset Management
Ohio
– -$485K -19,682 Closed
LNC
1071
Lincoln National Corp
Pennsylvania
– -$338K -13,730 Closed
VAS
1072
Valicenti Advisory Services
New York
– -$329K -13,364 Closed
DFG
1073
Delta Financial Group
New Jersey
– -$302K -12,260 Closed
EW
1074
Evoke Wealth
California
– -$281K -11,410 Closed
VV
1075
Verity & Verity
South Carolina
– -$279K -11,324 Closed