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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
551
LifeSteps Financial
California
$285K -$8.12K -408 -3%
MSR
552
Main Street Research
Connecticut
$285K +$255K +12,800 New
PFM
553
Peak Financial Management
Massachusetts
$285K +$255K +12,828 New
NA
554
Nottingham Advisors
New York
$280K
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$23.1K +1,160 +10%
PP
556
Palladium Partners
Virginia
$279K +$250K +12,540 New
MF
557
Manchester Financial
California
$278K -$15K -752 -6%
AIC
558
Ameritas Investment Company
Nebraska
$276K +$247K +12,428 New
EVM
559
Eaton Vance Management
Massachusetts
$274K +$245K +12,280 New
FWCM
560
Ferguson Wellman Capital Management
Oregon
$273K
HFA
561
Hoover Financial Advisors
Pennsylvania
$272K -$80.4K -4,036 -26%
SWA
562
SFMG Wealth Advisors
Texas
$272K +$876 +44 +0.4%
MA
563
Modus Advisors
Minnesota
$271K -$20.5K -1,028 -8%
CW
564
CreativeOne Wealth
Kansas
$270K +$242K +12,140 New
RDFA
565
Ritter Daniher Financial Advisory
Ohio
$269K +$240K +12,076 New
FPCG
566
Fort Pitt Capital Group
Pennsylvania
$268K +$240K +12,032 New
FNBOMD
567
First National Bank of Mount Dora
Florida
$267K
SCM
568
Stordahl Capital Management
Colorado
$267K
Northern Trust
569
Northern Trust
Illinois
$265K -$16.1K -808 -6%
AL
570
Aspiriant LLC
California
$265K
PFA
571
Pure Financial Advisors
California
$259K -$35.4K -1,776 -13%
NCMW
572
Northern Capital Management (Washington)
Washington
$254K +$227K +11,400 New
BFM
573
Broadview Financial Management
Wisconsin
$253K -$70.8K -3,556 -24%
APWM
574
Atlas Private Wealth Management
New York
$252K -$56.4K -2,832 -20%
KCM
575
Kathmere Capital Management
Pennsylvania
$252K -$48.9K -2,456 -18%