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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
EPG Wealth Management
Georgia
$2.47K +$2.38K +96 New
FMP
1052
Financial Management Professionals
Texas
$2K – – –
OAJ
1053
Ogorek Anthony Joseph
New York
$2K – – –
MSFP
1054
Mark Sheptoff Financial Planning
Connecticut
$1.96K – – –
HI
1055
Hoey Investments
Pennsylvania
$1.9K – – –
BNP Paribas Financial Markets
1056
BNP Paribas Financial Markets
France
$1.85K +$993 +40 +125%
JIP
1057
Jaffetilchin Investment Partners
Florida
$1.45K +$1.39K +56 New
VWM
1058
Valley Wealth Managers
New Jersey
$1.39K +$1.34K +54 New
CPBTD
1059
Central Pacific Bank - Trust Division
Hawaii
$1.34K – – –
TF
1060
Tompkins Financial
New York
$1.34K – – –
SC
1061
Stephens Consulting
Michigan
$927 – – –
MIM
1062
Macroview Investment Management
Maryland
$763 – – –
PFG
1063
Peterson Financial Group
Iowa
$620 +$596 +24 New
MFG
1064
Mendota Financial Group
Wisconsin
$618 – – –
GSEP
1065
Golden State Equity Partners
California
$566 +$546 +22 New
BGAI
1066
Bruce G. Allen Investments
Colorado
$412 – – –
GTAM
1067
Global Trust Asset Management
Florida
$412 – – –
AWM
1068
Atticus Wealth Management
Florida
$108 – – –
NC
1069
NewSquare Capital
Pennsylvania
$103 – – –
RWM
1070
Reston Wealth Management
Virginia
$55 +$50 +2 New
BL
1071
Balentine LLC
Georgia
$52 – – –
TPCW
1072
TD Private Client Wealth
New York
$51 +$50 +2 New
FM
1073
Family Management
New York
$21 – – –
Charles Schwab
1074
Charles Schwab
California
– -$4.13B -174,121,420 Closed
WA
1075
Waterford Advisors
New York
– -$14.2M -598,562 Closed