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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
626
Sonora Investment Management Group
Arizona
$375K +$26.4K +1,266 +8%
FWS
627
FinDec Wealth Services
California
$374K +$15.2K +728 +4%
HTC
628
Haverford Trust Company
Pennsylvania
$372K
HGWM
629
Horst & Graben Wealth Management
Oregon
$371K -$209K -10,046 -37%
MA
630
Modus Advisors
Minnesota
$370K -$40.6K -1,950 -10%
ECG
631
Edge Capital Group
Georgia
$370K +$352K +16,880 New
TA
632
Trellis Advisors
Washington
$367K -$1.42K -68 -0.4%
KLI
633
Kelman-Lazarov Inc
Tennessee
$365K +$139K +6,656 +67%
GWM
634
Gray Wealth Management
Maine
$362K -$24.3K -1,164 -7%
CL
635
Choreo LLC
Illinois
$361K +$24.1K +1,156 +8%
PA
636
Planning Alternatives
Michigan
$361K -$5.59K -268 -2%
BCM
637
Brookstone Capital Management
Illinois
$357K +$342K +16,430 New
IWN
638
Independent Wealth Network
Iowa
$354K +$49K +2,350 +17%
CAM
639
Carret Asset Management
New York
$353K
APW
640
Aurora Private Wealth
New Jersey
$353K +$1.5K +72 +0.4%
MA
641
MJP Associates
Connecticut
$352K
Fisher Asset Management
642
Fisher Asset Management
Washington
$345K +$329K +15,772 New
Betterment LLC
643
Betterment LLC
New York
$344K +$74.6K +3,578 +30%
EWP
644
Elevation Wealth Partners
California
$343K +$14.5K +694 +5%
CG
645
Caprock Group
Idaho
$342K -$183K -8,786 -36%
HIC
646
Holderness Investments Company
North Carolina
$340K +$44.1K +2,118 +16%
PG
647
Proffitt & Goodson
Tennessee
$339K
WF
648
Warner Financial
Maryland
$337K +$8.92K +428 +3%
FMWA
649
Forvis Mazars Wealth Advisors
Missouri
$335K +$93.8K +4,502 +42%
CWC
650
Carolinas Wealth Consulting
North Carolina
$333K +$19.3K +928 +6%