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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
651
First National Bank of Mount Dora
Florida
$333K -$1.83K -88 -0.6%
PWP
652
Principle Wealth Partners
Connecticut
$332K -$42 -2 -0%
BFC
653
Bedel Financial Consulting
Indiana
$330K +$8.13K +390 +3%
FCA
654
FLC Capital Advisors
California
$329K +$74K +3,548 +31%
TWM
655
Triton Wealth Management
Arizona
$327K +$792 +38 +0.3%
AA
656
Alesco Advisors
New York
$327K +$25.6K +1,230 +9%
AFO
657
Arrowroot Family Office
California
$323K +$308K +14,760 New
RWA
658
River Wealth Advisors
Pennsylvania
$321K +$30.8K +1,480 +11%
GFA
659
Gallagher Fiduciary Advisors
Illinois
$320K -$22K -1,056 -7%
PIM
660
Penobscot Investment Management
Massachusetts
$319K -$2.5K -120 -0.8%
SG
661
Somerset Group
Minnesota
$318K +$1.67K +80 +0.6%
CW
662
CreativeOne Wealth
Kansas
$317K -$21.8K -1,044 -7%
FRA
663
Front Row Advisors
California
$317K -$11.5K -550 -4%
SAG
664
SageView Advisory Group
California
$315K +$300K +14,370 New
IAA
665
Independent Advisor Alliance
North Carolina
$314K -$104K -5,010 -26%
BAAM
666
Baker Avenue Asset Management
California
$313K +$51.1K +2,452 +21%
PWA
667
Physician Wealth Advisors
Utah
$312K +$17.9K +860 +6%
WIA
668
World Investment Advisors
California
$310K -$180K -8,634 -38%
GWM
669
GSB Wealth Management
Connecticut
$309K -$1.91M -91,756 -87%
SFS
670
Strategic Financial Services
New York
$304K
PL
671
Plancorp LLC
Missouri
$302K +$42 +2 +0%
MAM
672
Meeder Asset Management
Ohio
$301K +$18.9K +908 +7%
DBRC
673
D.B. Root & Company
Pennsylvania
$300K -$41.1K -1,970 -13%
BW
674
Bison Wealth
Georgia
$297K +$13.6K +652 +5%
PFA
675
Pure Financial Advisors
California
$294K -$2.75K -132 -1%