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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
651
McCutchen Group
Washington
$232K
FFA
652
First Foundation Advisors
California
$231K +$226K +8,856 New
HPA
653
High Probability Advisors
New York
$230K
AAS
654
Annex Advisory Services
Wisconsin
$230K +$16.5K +644 +8%
JWM
655
Jeppson Wealth Management
California
$228K
ECG
656
Edge Capital Group
Georgia
$228K +$205 +8 +0.1%
FMN
657
Financial Management Network
California
$227K -$14.8K -580 -6%
AWM
658
Altium Wealth Management
New York
$226K
JLBC
659
J.L. Bainbridge & Co
Florida
$226K +$102 +4 +0%
MWP
660
Meridian Wealth Partners
Pennsylvania
$226K +$3.38K +132 +2%
DADC
661
D.A. Davidson & Co
Montana
$225K
NHC
662
Nicholas Hoffman & Company
Georgia
$225K +$307 +12 +0.1%
TCA
663
Transcend Capital Advisors
New Jersey
$225K +$9.82K +384 +5%
SWM
664
Soundmark Wealth Management
Washington
$223K -$1.43K -56 -0.6%
FLA
665
Financial Life Advisors
Texas
$220K -$48.5K -1,896 -18%
MCM
666
Maryland Capital Management
Maryland
$220K +$216K +8,448 New
KL
667
KWMG LLC
Kansas
$219K
AIM
668
AMI Investment Management
Indiana
$216K -$21K -820 -9%
Prudential Financial
669
Prudential Financial
New Jersey
$214K -$17.2K -672 -8%
SCA
670
STALEY CAPITAL ADVISERS
Pennsylvania
$213K
FWM
671
Frontier Wealth Management
Missouri
$213K +$1.64K +64 +0.8%
TIM
672
Total Investment Management
Arizona
$213K +$209K +8,172 New
RDFA
673
Ritter Daniher Financial Advisory
Ohio
$212K -$35.6K -1,392 -15%
RF
674
Robbins Farley
New Hampshire
$212K +$14.9K +584 +8%
GG
675
Gofen & Glossberg
Illinois
$212K +$208K +8,128 New