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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F
476
F3Logic
Minnesota
$390K -$90.2K -4,984 -19%
AP
477
Adero Partners
California
$389K +$372K +20,556 New
CA
478
Calton & Associates
Florida
$382K +$14.4K +796 +4%
CCM
479
Carlson Capital Management
Minnesota
$382K +$67.7K +3,744 +23%
LNB
480
Ledyard National Bank
$379K -$50.7K -2,800 -12%
ESB
481
Essex Savings Bank
Connecticut
$370K +$579 +32 +0.2%
CP
482
Camelot Portfolios
Ohio
$368K +$10.6K +588 +3%
GIA
483
Gladstone Institutional Advisory
Florida
$365K +$52.5K +2,900 +18%
MCM
484
Manchester Capital Management
Vermont
$363K
SCM
485
SOL Capital Management
Maryland
$360K +$2.24K +124 +0.7%
OFG
486
Oxford Financial Group
Indiana
$357K +$3.69K +204 +1%
CIM
487
Contravisory Investment Management
Massachusetts
$355K +$72 +4 +0%
APWM
488
Atlas Private Wealth Management
New York
$352K +$337K +18,604 New
AFA
489
American Financial Advisors
Georgia
$349K +$20.3K +1,120 +6%
FRA
490
Front Row Advisors
California
$347K +$14.8K +816 +5%
SRC
491
Sage Rhino Capital
California
$343K
CAM
492
Carret Asset Management
New York
$342K +$25K +1,380 +8%
Baird Financial Group
493
Baird Financial Group
Wisconsin
$341K +$43.9K +2,424 +16%
SS
494
Simplicity Solutions
Minnesota
$337K
Susquehanna International Group
495
Susquehanna International Group
Pennsylvania
$337K +$322K +17,804 New
SWM
496
Segment Wealth Management
Texas
$334K -$42.1K -2,324 -12%
LFG
497
Larson Financial Group
Missouri
$334K +$47.5K +2,624 +17%
BL
498
BCWM LLC
Kansas
$333K -$125K -6,932 -28%
BWL
499
Bogart Wealth LLC
Virginia
$333K +$44.7K +2,468 +16%
RPA
500
Rock Point Advisors
Vermont
$331K +$9.12K +504 +3%