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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$230K -$13K -972 -5%
BAM
177
Barrett Asset Management
New York
$221K +$12.2K +916 +6%
WA
178
Wealth Architects
California
$213K -$19.2K -1,440 -8%
WA
179
Wasatch Advisors
Utah
$204K +$209K +15,640 New
TF
180
Trutina Financial
Washington
$201K +$206K +15,452 New
TWA
181
TCI Wealth Advisors
Arizona
$157K
ACM
182
Argentus Capital Management
Texas
$156K +$112K +8,408 +237%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$150K +$30.6K +2,296 +25%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$149K +$267 +20 +0.2%
MA
185
MCF Advisors
Kentucky
$149K +$1.23K +92 +0.8%
AssetMark Inc
186
AssetMark Inc
California
$146K +$150K +11,232 New
TIM
187
Tortoise Investment Management
New York
$142K -$8.76K -656 -6%
APSP
188
Asset Planning Services (Pennsylvania)
Pennsylvania
$135K +$587 +44 +0.4%
WCM
189
Wealthcare Capital Management
Virginia
$133K +$124K +9,320 +1,013%
ACM
190
Armbruster Capital Management
New York
$127K +$130K +9,732 New
LWM
191
LBA Wealth Management
Florida
$107K
Creative Planning
192
Creative Planning
Kansas
$100K -$4.59K -344 -4%
CDIA
193
Capital Directions Investment Advisors
Georgia
$86K +$23.8K +1,780 +37%
MWM
194
MinichMacGregor Wealth Management
New York
$77K +$71.9K +5,384 New
VCM
195
Vigilant Capital Management
Maine
$76K -$4K -300 -5%
WTB
196
Washington Trust Bank
Washington
$73K +$48K +3,600 +180%
FMP
197
Financial Management Professionals
Texas
$61K -$17.9M -1,338,328 -100%
WEC
198
Winslow Evans & Crocker
Massachusetts
$52.6K
GWM
199
Gupta Wealth Management
California
$47K -$881K -66,008 -95%
FIB
200
First Interstate Bank
Montana
$46K