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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
476
Stokes Family Office
Louisiana
$826K +$823K +34,878 New
PFC
477
Phocas Financial Corp
California
$818K -$684K -28,964 -46%
PAM
478
Pegasus Asset Management
New York
$818K
AG
479
Appleton Group
Wisconsin
$806K +$93.1K +3,944 +13%
ACA
480
Aspire Capital Advisors
Washington
$806K +$804K +34,044 New
RSWM
481
Robertson Stephens Wealth Management
California
$797K +$795K +33,676 New
Chevy Chase Trust
482
Chevy Chase Trust
Maryland
$786K -$260K -11,004 -25%
DWT
483
Dorsey & Whitney Trust
South Dakota
$786K
MAG
484
Mayfair Advisory Group
Alabama
$785K -$74.1K -3,140 -9%
CP
485
Camelot Portfolios
Ohio
$783K -$158K -6,708 -17%
IFA
486
Index Fund Advisors
California
$770K +$708 +30 +0.1%
KPWS
487
Kestra Private Wealth Services
Texas
$765K +$8.26K +350 +1%
MA
488
MBA Advisors
Pennsylvania
$763K +$186K +7,890 +32%
PSF
489
Pacific Sun Financial
California
$762K +$4.72K +200 +0.6%
AWA
490
Acorn Wealth Advisors
Michigan
$754K -$59.3K -2,514 -7%
BF
491
BOK Financial
Oklahoma
$754K +$3.78K +160 +0.5%
EK
492
Evensky & Katz
Florida
$754K +$4.16K +176 +0.6%
OFS
493
Oldfather Financial Services
Nebraska
$747K +$10.2K +434 +1%
GFP
494
Guardian Financial Partners
California
$745K +$23.4K +992 +3%
MIAN
495
Mariner Independent Advisor Network
Kansas
$744K +$738K +31,262 New
BWM
496
Blossom Wealth Management
California
$741K +$28.4K +1,202 +4%
EVM
497
Eaton Vance Management
Massachusetts
$735K +$669K +28,356 +1,058%
CCG
498
Coastwise Capital Group
California
$728K +$726K +30,762 New
BA
499
Bristlecone Advisors
Washington
$724K -$36.5K -1,546 -5%
TFA
500
Trinity Financial Advisors
Ohio
$718K +$281K +11,920 +65%