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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
251
Liberty Capital Management
Michigan
$785K +$106K +5,876 +16%
UAS
252
United Asset Strategies
New York
$781K +$768K +42,460 New
GHA
253
GW Henssler & Associates
Georgia
$771K +$21.8K +1,204 +3%
RC
254
Roundview Capital
New Jersey
$765K +$167K +9,244 +29%
RCA
255
Rowland Carmichael Advisors
Arizona
$746K -$5.28K -292 -0.7%
DAS
256
Dynamic Advisor Solutions
Arizona
$746K +$362K +19,980 +97%
F
257
F3Logic
Minnesota
$738K -$535K -29,544 -42%
CIAS
258
Capital Investment Advisory Services
North Carolina
$728K +$1.3K +72 +0.2%
GC
259
Garde Capital
Washington
$726K +$250K +13,824 +54%
CCM
260
Coldstream Capital Management
Washington
$718K +$207K +11,464 +42%
WDL
261
Well Done LLC
Michigan
$713K -$145K -8,040 -17%
BCM
262
Boltwood Capital Management
California
$713K +$86.1K +4,760 +14%
MWM
263
Mission Wealth Management
California
$704K +$111K +6,136 +19%
PFC
264
Phocas Financial Corp
California
$698K
TFS
265
TrustCore Financial Services
Tennessee
$696K +$184K +10,148 +37%
FCI
266
Financial Counselors Inc
Kansas
$695K -$189K -10,440 -22%
IFS
267
Ifrah Financial Services
Arkansas
$687K -$27.7K -1,532 -4%
MWP
268
MYCIO Wealth Partners
Pennsylvania
$665K +$9.99K +552 +2%
SG
269
Somerset Group
Minnesota
$664K +$78.3K +4,328 +14%
NCM
270
Northwest Capital Management
Oregon
$654K +$2.82K +156 +0.4%
BJ
271
Brouwer & Janachowski
California
$645K -$239K -13,200 -27%
WPA
272
West Paces Advisors
Georgia
$632K
GCA
273
Gradient Capital Advisors
California
$629K +$25.1K +1,388 +4%
IRC
274
Investors Research Corp
Georgia
$629K +$153K +8,464 +33%
MCM
275
Mitchell Capital Management
Kansas
$625K +$14.4K +796 +2%