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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
451
Chicago Partners Investment Group
Illinois
$284K -$17.9K -1,012 -6%
BC
452
Brinker Capital
Pennsylvania
$280K +$277K +15,672 New
WIC
453
Whitegate Investment Counselors
New Hampshire
$277K +$10.9K +616 +4%
Baird Financial Group
454
Baird Financial Group
Wisconsin
$276K -$1.53M -86,700 -85%
SFG
455
StrategIQ Financial Group
Indiana
$276K -$4.24K -240 -2%
NFG
456
Next Financial Group
Texas
$276K +$273K +15,460 New
GBBWRPM
457
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$275K +$272K +15,380 New
CAM
458
Carret Asset Management
New York
$274K
PWPS
459
Pinnacle Wealth Planning Services
Ohio
$266K -$16.8K -952 -6%
DP
460
DDD Partners
Washington
$264K +$4.32K +244 +2%
LFG
461
Larson Financial Group
Missouri
$260K +$52.1K +2,944 +25%
WCWM
462
Willow Creek Wealth Management
California
$256K +$253K +14,336 New
SAM
463
Sawgrass Asset Management
Florida
$252K -$1.42K -80 -0.6%
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$252K +$19.2K +1,088 +8%
IIC
465
Integrated Investment Consultants
Michigan
$250K
HFA
466
Huber Financial Advisors
Illinois
$249K -$9.48K -536 -4%
PWS
467
Peloton Wealth Strategists
Indiana
$248K +$24.1K +1,364 +11%
WCM
468
Wealthcare Capital Management
Virginia
$247K +$1.63K +92 +0.7%
ESB
469
Essex Savings Bank
Connecticut
$246K +$21.2K +1,200 +10%
FWCM
470
Ferguson Wellman Capital Management
Oregon
$245K -$71 -4 -0%
W
471
Wealthquest
Ohio
$241K -$26.5K -1,496 -10%
BFM
472
Broadview Financial Management
Wisconsin
$241K +$22.4K +1,268 +10%
FCA
473
FinTrust Capital Advisors
South Carolina
$239K -$12.4K -700 -5%
JCM
474
Jacobsen Capital Management
Utah
$239K +$237K +13,388 New
LIA
475
LBMC Investment Advisors
Tennessee
$235K