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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
476
Ledyard National Bank
$238K -$27.2K -1,600 -8%
SSWM
477
Sheets Smith Wealth Management
North Carolina
$238K +$120K +7,048 +62%
AP
478
Adero Partners
California
$237K -$37.2K -2,188 -11%
SRC
479
Sage Rhino Capital
California
$234K
BFM
480
Broadview Financial Management
Wisconsin
$234K +$44.5K +2,620 +17%
GDP
481
Great Diamond Partners
Maine
$231K +$89.5K +5,264 +41%
ZIG
482
Zuckerman Investment Group
Illinois
$231K +$305K +17,948 New
SS
483
Simplicity Solutions
Minnesota
$230K
CBFP
484
Cedar Brook Financial Partners
Ohio
$230K +$19.8K +1,164 +7%
BL
485
BCWM LLC
Kansas
$227K -$272 -16 -0.1%
SWM
486
Segment Wealth Management
Texas
$227K +$136 +8 +0%
LJAC
487
L.J. Altfest & Co
New York
$226K +$1.9K +112 +0.6%
Bank of New York Mellon
488
Bank of New York Mellon
New York
$223K +$26.4K +1,552 +10%
F
489
F3Logic
Minnesota
$222K -$58.5K -3,444 -17%
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$22.2K +1,308 +8%
AIM
491
AMI Investment Management
Indiana
$220K
APWM
492
Atlas Private Wealth Management
New York
$218K -$27.9K -1,640 -9%
TFS
493
TrustCore Financial Services
Tennessee
$214K -$115K -6,792 -29%
PAM
494
Premier Asset Management
Illinois
$211K -$12.4K -728 -4%
AWA
495
Arete Wealth Advisors
Illinois
$208K +$4.28K +252 +2%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$135K +7,924 +97%
AA
497
Apriem Advisors
California
$206K +$3.4K +200 +1%
CAM
498
Carret Asset Management
New York
$205K -$36K -2,120 -12%
MFG
499
Merit Financial Group
Georgia
$203K
PV
500
Private Vista
Illinois
$203K +$612 +36 +0.2%