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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBS
626
Gallagher Benefit Services
Illinois
$345K +$349K +17,012 New
ACA
627
Aptus Capital Advisors
Alabama
$343K +$5K +244 +1%
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$4.96K +242 +1%
VAS
629
Valicenti Advisory Services
New York
$341K -$2.46K -120 -0.7%
JWM
630
Jeppson Wealth Management
California
$340K -$17.6K -860 -5%
MHB
631
Midwest Heritage Bank
Iowa
$332K -$55.2K -2,692 -14%
PA
632
Planning Alternatives
Michigan
$328K -$492 -24 -0.1%
RWA
633
River Wealth Advisors
Pennsylvania
$326K +$79.3K +3,870 +32%
MA
634
MJP Associates
Connecticut
$326K +$820 +40 +0.2%
Jane Street
635
Jane Street
New York
$325K -$352K -17,154 -52%
CAM
636
Carret Asset Management
New York
$325K +$164 +8 +0%
PIM
637
Penobscot Investment Management
Massachusetts
$324K
APW
638
Aurora Private Wealth
New Jersey
$324K -$5.74K -280 -2%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$320K +$205 +10 +0.1%
TWM
640
Triton Wealth Management
Arizona
$317K +$10.7K +520 +4%
PAS
641
Park Avenue Securities
New York
$316K +$57.8K +2,822 +22%
KFA
642
Kelleher Financial Advisors
New York
$315K
PG
643
Proffitt & Goodson
Tennessee
$313K
SPA
644
Sentinel Pension Advisors
Massachusetts
$313K -$1.48K -72 -0.5%
FNBOMD
645
First National Bank of Mount Dora
Florida
$308K
CW
646
CreativeOne Wealth
Kansas
$307K +$9.02K +440 +3%
BMD
647
Better Money Decisions
New Mexico
$304K
FRA
648
Front Row Advisors
California
$304K -$492 -24 -0.2%
WF
649
Warner Financial
Maryland
$303K +$984 +48 +0.3%
CA
650
Calton & Associates
Florida
$302K +$305K +14,886 New