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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$3.64M +$117K +4,982 +3%
PAG
227
Private Advisor Group
New Jersey
$3.63M +$152K +6,508 +5%
SF
228
Safeguard Financial
Wisconsin
$3.56M -$94.8K -4,048 -3%
AFG
229
Atomi Financial Group
New York
$3.52M +$2.19M +93,596 +189%
CAAM
230
Cornerstone Advisors Asset Management
Pennsylvania
$3.51M -$132K -5,618 -4%
NB
231
NBT Bank
New York
$3.51M -$137K -5,854 -4%
CB
232
Community Bank
New York
$3.5M -$52.5K -2,240 -2%
FA
233
FF Advisors
California
$3.49M +$113K +4,814 +4%
LIM
234
Leavell Investment Management
Alabama
$3.47M -$3.7K -158 -0.1%
DWM
235
Destination Wealth Management
California
$3.44M -$1.63M -69,628 -33%
DFA
236
DHJJ Financial Advisors
Illinois
$3.41M -$104K -4,450 -3%
KHC
237
Koesten Hirschmann & Crabtree
Kansas
$3.39M +$78.1K +3,332 +2%
SFC
238
Strategic Financial Concepts
Texas
$3.36M +$1.46M +62,526 +85%
CIP
239
Capital Insight Partners
Arizona
$3.35M +$159K +6,776 +5%
Comerica Bank
240
Comerica Bank
Texas
$3.33M +$282K +12,056 +10%
LCM
241
Leisure Capital Management
California
$3.3M +$198K +8,446 +7%
PWM
242
Perigon Wealth Management
California
$3.3M -$65.3K -2,786 -2%
SFG
243
Sunburst Financial Group
Alabama
$3.3M -$105K -4,486 -3%
CNFG
244
Creegan & Nassoura Financial Group
New Hampshire
$3.28M
WA
245
Wealth Architects
California
$3.28M -$47 -2 -0%
OF
246
Outfitter Financial
Maine
$3.28M +$78K +3,330 +3%
AWM
247
Adams Wealth Management
Utah
$3.27M +$57.4K +2,448 +2%
SCP
248
Stevens Capital Partners
Nebraska
$3.22M +$664K +28,326 +28%
CHA
249
Carmichael Hill & Associates
Maryland
$3.2M -$7.83K -334 -0.3%
AIM
250
Anchor Investment Management
South Carolina
$3.19M +$47.2K +2,014 +2%