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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Harbour Investments
Wisconsin
$938K +$26.5K +1,123 +3%
EFM
502
Eley Financial Management
Vermont
$937K -$31.3K -1,326 -3%
SG
503
StoneX Group
New York
$933K +$69.1K +2,924 +9%
Northern Trust
504
Northern Trust
Illinois
$932K +$331K +14,017 +61%
MSWMA
505
Market Street Wealth Management Advisors
Indiana
$929K
SAM
506
S.A. Mason
Michigan
$920K +$8.06K +341 +0.9%
DWT
507
Dorsey & Whitney Trust
South Dakota
$901K
RWA
508
Roberts Wealth Advisors
California
$900K -$14.2K -601 -2%
TIAA Trust, National Association
509
TIAA Trust, National Association
North Carolina
$898K +$168K +7,096 +25%
SIC
510
Sigma Investment Counselors
Michigan
$898K +$394K +16,669 +89%
GFG
511
Grantvest Financial Group
New Jersey
$893K +$53.9K +2,282 +7%
FWM
512
Finer Wealth Management
Massachusetts
$891K -$95.6K -4,044 -10%
PAS
513
Park Avenue Securities
New York
$890K +$121K +5,113 +17%
SWM
514
Stark Wealth Management
Pennsylvania
$890K +$950K +40,194 New
WMWM
515
Whitaker-Myers Wealth Managers
Ohio
$887K -$98K -4,147 -11%
CS
516
Crescent Sterling
Louisiana
$874K -$160K -6,755 -16%
SIG
517
Spinnaker Investment Group
California
$873K -$531K -22,458 -39%
CPA
518
Clear Point Advisors
New York
$873K -$31.3K -1,325 -4%
IFA
519
Index Fund Advisors
California
$867K +$2.36K +100 +0.3%
WIC
520
Woodmont Investment Counsel
Tennessee
$866K -$1.89K -80 -0.2%
CF
521
Centaurus Financial
California
$864K +$309K +13,065 +62%
AI
522
Atria Investments
North Carolina
$863K -$2.82M -119,240 -78%
PCM
523
Parsons Capital Management
Rhode Island
$863K -$33.3K -1,407 -4%
KNFPWM
524
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$861K +$4.49K +190 +0.6%
TPCW
525
TD Private Client Wealth
New York
$856K +$619K +26,190 +342%