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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
601
Northern Trust
Illinois
$805K +$393K +13,096 +90%
CAM
602
Carret Asset Management
New York
$802K +$210 +7 +0%
LFAS
603
Level Four Advisory Services
Texas
$795K -$15.6K -519 -2%
RA
604
RFG Advisory
Alabama
$792K +$304K +10,134 +59%
G
605
GuidedMoney
Wisconsin
$778K – – –
YIM
606
Yoffe Investment Management
Pennsylvania
$772K – – –
PFPG
607
Pinnacle Financial Partners (Georgia)
Georgia
$768K -$2.82K -94 -0.4%
RRA
608
Red Reef Advisors
Florida
$763K +$39.8K +1,328 +5%
WIM
609
WealthPlan Investment Management
Nebraska
$753K -$5.46K -182 -0.7%
WMWM
610
Whitaker-Myers Wealth Managers
Ohio
$752K -$7.67K -256 -1%
HI
611
Hendershot Investments
Virginia
$752K +$8.09K +270 +1%
LWM
612
Luminvest Wealth Management
Arizona
$750K – – –
LF
613
LifePlan Financial
Minnesota
$746K -$35.4K -1,182 -4%
DTC
614
Davidson Trust Company
Washington
$744K – – –
ZF
615
Zhang Financial
Michigan
$740K +$98.2K +3,277 +15%
SEM
616
Strategic Equity Management
Arizona
$737K -$51K -1,702 -6%
BWM
617
Buska Wealth Management
Wisconsin
$717K +$739K +24,668 New
VAMG
618
Voisard Asset Management Group
Michigan
$716K -$43.9K -1,464 -6%
AIM
619
Acropolis Investment Management
Missouri
$714K +$4.5K +150 +0.6%
NA
620
Nautilus Advisors
California
$713K +$570 +19 +0.1%
AOWM
621
Asset One Wealth Management
Washington
$709K +$67.6K +2,256 +11%
BAM
622
Belpointe Asset Management
Nevada
$709K -$2.31K -77 -0.3%
WA
623
WP Advisors
California
$707K +$989 +33 +0.1%
EFA
624
Evernest Financial Advisors
Indiana
$700K -$17.4K -582 -3%
FSWA
625
Financial Synergies Wealth Advisors
Texas
$698K +$3.09K +103 +0.4%