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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
AMI Investment Management
Indiana
$208K
FFA
677
First Foundation Advisors
California
$207K -$14.5K -572 -6%
RDFA
678
Ritter Daniher Financial Advisory
Ohio
$204K
SCA
679
STALEY CAPITAL ADVISERS
Pennsylvania
$204K
DADC
680
D.A. Davidson & Co
Montana
$202K -$14.5K -572 -7%
SFS
681
Strategic Financial Services
New York
$202K
CWA
682
Centennial Wealth Advisory
Michigan
$202K +$813 +32 +0.4%
AAS
683
Annex Advisory Services
Wisconsin
$200K -$20.4K -804 -9%
RF
684
Robbins Farley
New Hampshire
$198K -$5.89K -232 -3%
SSB
685
Sandy Spring Bank
Maryland
$183K +$3.56K +140 +2%
RPCA
686
Running Point Capital Advisors
California
$179K
ICM
687
Islay Capital Management
Texas
$174K
NSIM
688
North Star Investment Management
Illinois
$167K
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$160K
LWA
690
Lenox Wealth Advisors
New York
$157K +$9.75K +384 +7%
OFG
691
Oxford Financial Group
Indiana
$151K +$1.02K +40 +0.7%
OIA
692
Optimum Investment Advisors
Illinois
$145K +$34.2K +1,348 +30%
CWC
693
Carolinas Wealth Consulting
North Carolina
$134K +$305 +12 +0.2%
AWA
694
Arkadios Wealth Advisors
Georgia
$128K +$22.9K +900 +21%
JP Morgan Chase
695
JP Morgan Chase
New York
$122K
ACA
696
Aptus Capital Advisors
Alabama
$122K +$7.21K +284 +6%
CDIA
697
Capital Directions Investment Advisors
Georgia
$119K
BC
698
Barnett & Company
Tennessee
$119K +$121K +4,764 New
LFG
699
Larson Financial Group
Missouri
$111K +$4.47K +176 +4%
CAL
700
Capital Advisors Ltd
Ohio
$105K +$102 +4 +0.1%