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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
451
GHP Investment Advisors
Colorado
$573K +$96.1K +4,828 +23%
WWM
452
Windsor Wealth Management
Indiana
$572K -$15.9K -800 -3%
DWT
453
Dorsey & Whitney Trust
South Dakota
$568K +$87K +4,372 +21%
VVP
454
Venture Visionary Partners
Ohio
$566K +$507K +25,468 New
DP
455
DDD Partners
Washington
$553K +$103K +5,180 +26%
SPFA
456
Summit Place Financial Advisors
New Jersey
$551K +$493K +24,756 New
AFS
457
Annapolis Financial Services
Maryland
$548K +$490K +24,632 New
Fidelity Investments
458
Fidelity Investments
Massachusetts
$545K +$115K +5,760 +31%
NCM
459
Northwest Capital Management
Oregon
$544K +$83.7K +4,204 +21%
CIR
460
Clear Investment Research
Georgia
$542K -$3.98K -200 -0.8%
NWS
461
Newport Wealth Strategies
California
$538K
AFS
462
Access Financial Services
Minnesota
$533K
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
$532K -$251K -12,604 -35%
PD
464
Planning Directions
Pennsylvania
$514K -$91.9K -4,616 -17%
CAG
465
Curtis Advisory Group
California
$501K -$29.9K -1,500 -6%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$501K +$47.7K +2,396 +12%
American Century Companies
467
American Century Companies
Missouri
$499K +$150K +7,524 +50%
CWM
468
Campbell Wealth Management
Virginia
$498K -$17.5K -880 -4%
ACM
469
Armbruster Capital Management
New York
$495K -$2.79K -140 -0.6%
OPS
470
Orion Portfolio Solutions
Nebraska
$495K +$15.1K +760 +4%
MWM
471
Madison Wealth Management
Ohio
$484K +$1.99K +100 +0.5%
TAM
472
Townsend Asset Management
North Carolina
$481K +$7.96K +400 +2%
OFS
473
Oldfather Financial Services
Nebraska
$480K +$1.99K +100 +0.5%
SAM
474
Secure Asset Management
Michigan
$478K -$34.8K -1,748 -8%
TIA
475
Tiemann Investment Advisors
California
$476K -$796 -40 -0.2%