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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$105K -$831K -68,600 -92%
PCP
202
Proficio Capital Partners
Massachusetts
$104K +$96.9K +8,000 New
Creative Planning
203
Creative Planning
Kansas
$99K -$242 -20 -0.3%
Chevy Chase Trust
204
Chevy Chase Trust
Maryland
$98K +$90.8K +7,500 New
CDIA
205
Capital Directions Investment Advisors
Georgia
$79K -$5.62K -464 -7%
WTB
206
Washington Trust Bank
Washington
$73K
AA
207
Apriem Advisors
California
$71K -$165K -13,596 -71%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$67K +$63K +5,204 New
CPIG
209
Chicago Partners Investment Group
Illinois
$62K -$435K -35,948 -88%
FMP
210
Financial Management Professionals
Texas
$62K
TWA
211
TCI Wealth Advisors
Arizona
$55K -$94.7K -7,816 -65%
WEC
212
Winslow Evans & Crocker
Massachusetts
$52.6K
MWM
213
MinichMacGregor Wealth Management
New York
$50K -$18.3K -1,508 -28%
FIB
214
First Interstate Bank
Montana
$46K
ST
215
Smithfield Trust
Pennsylvania
$42K
WOC
216
West Oak Capital
California
$36.5K +$4.31K +356 +15%
PAI
217
Pittenger & Anderson Inc
Nebraska
$34K +$10.7K +880 +51%
AP
218
Atwood & Palmer
Missouri
$24K
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$20K -$16.9K -1,396 -48%
ASN
220
Advisory Services Network
Georgia
$20K +$16.8K +1,388 +826%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$19K
PG
222
Patten Group
Tennessee
$17.6K +$630 +52 +4%
RCG
223
Ruggie Capital Group
Florida
$17K +$15K +1,240 New
Citigroup
224
Citigroup
New York
$16K -$2.56M -211,692 -99%
KTC
225
Kistler-Tiffany Companies
Pennsylvania
$16K