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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
526
Foundations Investment Advisors
Arizona
$775K -$23.3M -913,512 -97%
LTL
527
Lowery Thomas LLC
California
$775K -$20.9K -821 -2%
GFG
528
Grantvest Financial Group
New Jersey
$774K -$105K -4,114 -11%
LFG
529
Leverty Financial Group
Wisconsin
$773K -$96.3K -3,780 -10%
CA
530
Calton & Associates
Florida
$759K +$825K +32,380 New
AC
531
AlphaCore Capital
California
$758K +$127K +4,987 +18%
CWA
532
Clearview Wealth Advisors
Oregon
$756K +$17.5K +685 +2%
PSIWM
533
Paradigm Strategies in Wealth Management
Minnesota
$752K +$36.2K +1,421 +5%
SIS
534
Strategic Investment Solutions
Illinois
$751K -$146K -5,743 -15%
TCM
535
Twele Capital Management
Minnesota
$730K +$3.37K +132 +0.4%
BDFN
536
Bond & Devick Financial Network
Minnesota
$729K +$397K +15,561 +100%
AWS
537
Atria Wealth Solutions
New York
$716K -$1.53M -60,081 -66%
APSI
538
Asset Planning Services Inc
Louisiana
$710K -$7.65K -300 -1%
CAMG
539
CWA Asset Management Group
Florida
$708K – – –
YIA
540
YHB Investment Advisors
Connecticut
$708K -$6.7K -263 -0.9%
PAS
541
Park Avenue Securities
New York
$704K +$1.58K +62 +0.2%
BSCCG
542
Blue Sky Capital Consultants Group
California
$681K +$2.63K +103 +0.4%
NRG
543
Nemes Rush Group
Michigan
$680K – – –
LF
544
LifePlan Financial
Minnesota
$679K +$45.1K +1,769 +7%
WIA
545
World Investment Advisors
California
$673K -$193K -7,589 -21%
SF
546
Synovus Financial
Georgia
$668K +$5.94K +233 +0.8%
TIAA Trust, National Association
547
TIAA Trust, National Association
North Carolina
$665K -$13.8K -540 -2%
WOC
548
West Oak Capital
California
$659K -$3.7K -145 -0.5%
CW
549
Cooksen Wealth
Texas
$658K -$184K -7,225 -35%
DE
550
Diversified Enterprises
Delaware
$650K +$507K +19,884 +253%