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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1151
International Assets Investment Management
Florida
$32K – – –
TF
1152
Tompkins Financial
New York
$31.5K – – –
SL
1153
Salomon & Ludwin
Virginia
$31.2K -$1.35K -45 -4%
JFG
1154
JDM Financial Group
Texas
$31.1K – – –
HPIA
1155
Hamilton Point Investment Advisors
North Carolina
$30.9K – – –
GI
1156
GAMMA Investing
California
$30.8K +$15.8K +528 +99%
AEPWM
1157
Atlantic Edge Private Wealth Management
Florida
$29.1K – – –
BAM
1158
Bellevue Asset Management
Washington
$28.3K +$30 +1 +0.1%
HPC
1159
HM Payson & Co
Maine
$26.8K +$27K +900 +4,500%
ICM
1160
Islay Capital Management
Texas
$26.2K – – –
TFGT
1161
TS Financial Group (TSFG)
Illinois
$24K – – –
PP
1162
PFS Partners
New Jersey
$23.8K – – –
GWS
1163
Glassman Wealth Services
Virginia
$23.5K – – –
CPA
1164
Cardiff Park Advisors
California
$23.3K – – –
KFGG
1165
Keystone Financial Group (Georgia)
Georgia
$22.9K +$30 +1 +0.1%
RF
1166
Roxbury Financial
New Jersey
$22.4K -$180 -6 -0.8%
KFP
1167
Kerr Financial Planning
California
$22.4K +$60 +2 +0.3%
WPA
1168
Wealth Preservation Advisors
Tennessee
$22.2K – – –
VWA
1169
Valued Wealth Advisors
Utah
$22.1K +$13K +433 +132%
GJIA
1170
Glass Jacobson Investment Advisors
Maryland
$21.2K – – –
CA
1171
Crewe Advisors
Utah
$20.6K – – –
TWM
1172
TopTier Wealth Management
Wisconsin
$20K +$20.6K +688 New
PP
1173
Pacifica Partners
Canada
$18.8K – – –
EWM
1174
Evolution Wealth Management
Florida
$18.7K +$19.2K +642 New
SWA
1175
SOA Wealth Advisors
New York
$18.6K – – –