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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
526
Roundview Capital
New Jersey
$856K -$65.2K -2,760 -8%
BBHC
527
Brown Brothers Harriman & Co
New York
$855K +$799K +33,784 New
SC
528
SouthState Corp
Florida
$850K -$279K -11,785 -26%
CWA
529
Clearview Wealth Advisors
Oregon
$846K +$27.9K +1,179 +4%
HP
530
Hilltop Partners
Indiana
$844K -$42.4K -1,792 -5%
OC
531
Oarsman Capital
Wisconsin
$844K -$89.2K -3,773 -10%
RSWM
532
Robertson Stephens Wealth Management
California
$842K
SEM
533
Strategic Equity Management
Arizona
$831K -$191K -8,066 -20%
DE
534
Diversified Enterprises
Delaware
$828K +$117K +4,965 +18%
YIA
535
YHB Investment Advisors
Connecticut
$821K +$52.6K +2,223 +7%
FIC
536
Family Investment Center
Missouri
$820K -$113K -4,800 -13%
TCM
537
Twele Capital Management
Minnesota
$809K +$19.9K +840 +3%
SIS
538
Strategic Investment Solutions
Illinois
$808K -$2.88K -122 -0.4%
PSIWM
539
Paradigm Strategies in Wealth Management
Minnesota
$800K -$11.4K -481 -1%
BBA
540
BLB&B Advisors
Pennsylvania
$797K -$41.6K -1,758 -5%
ACA
541
Atlas Capital Advisors
Wyoming
$790K +$698K +29,515 +1,724%
BDFN
542
Bond & Devick Financial Network
Minnesota
$787K
EA
543
Enclave Advisors
Texas
$787K -$166K -7,039 -18%
LIWM
544
Long Island Wealth Management
New York
$785K +$97.4K +4,121 +15%
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$785K +$733K +31,021 New
EPM
546
Elm Partners Management
Pennsylvania
$783K -$1.34M -56,766 -65%
BWM
547
BankPlus Wealth Management
Mississippi
$781K -$215K -9,115 -23%
Baird Financial Group
548
Baird Financial Group
Wisconsin
$776K +$146K +6,167 +25%
AF
549
Advisornet Financial
Minnesota
$775K -$395K -16,696 -35%
AWS
550
Atria Wealth Solutions
New York
$772K -$12.5K -527 -2%