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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
676
Roger Wittlin Investment Advisory
California
$435K -$187K -7,548 -31%
MIA
677
MeadowBrook Investment Advisors
Michigan
$435K +$6.46K +260 +2%
MA
678
MJP Associates
Connecticut
$433K +$2.83K +114 +0.7%
PS
679
Principal Securities
Iowa
$433K +$22.5K +908 +6%
CCG
680
Chatham Capital Group
Georgia
$429K – – –
VCP
681
Vista Capital Partners
Oregon
$428K -$32.7K -1,318 -7%
FCA
682
FLC Capital Advisors
California
$427K +$4.52K +182 +1%
CWM
683
Cabot Wealth Management
Massachusetts
$424K -$844 -34 -0.2%
CAP
684
Columbia Advisory Partners
Washington
$421K -$364K -14,644 -47%
GWM
685
Gray Wealth Management
Maine
$420K +$16.3K +658 +4%
SFG
686
Sovereign Financial Group
Connecticut
$418K +$10.6K +428 +3%
BW
687
BIP Wealth
Georgia
$414K -$29.4K -1,184 -7%
SSW
688
Stone Summit Wealth
Florida
$413K – – –
MCP
689
Mirador Capital Partners
California
$413K -$6.21K -250 -2%
SRCM
690
Signature Resources Capital Management
California
$412K -$15.8K -638 -4%
CCA
691
Criterion Capital Advisors
Tennessee
$410K – – –
SHJ
692
Sharkey, Howes & Javer
Colorado
$408K -$7.2K -290 -2%
LJAC
693
L.J. Altfest & Co
New York
$405K -$135K -5,424 -26%
Natixis Advisors
694
Natixis Advisors
Massachusetts
$403K +$76.3K +3,072 +11%
CWC
695
Carolinas Wealth Consulting
North Carolina
$401K +$2.09K +84 +0.5%
VBFG
696
Vishria Bird Financial Group
Tennessee
$399K +$385K +15,494 New
FHB
697
First Hawaiian Bank
Hawaii
$399K – – –
FVIM
698
Fort Vancouver Investment Management
Washington
$398K -$14.4K -582 -4%
MA
699
MONECO Advisors
Connecticut
$396K -$154K -6,216 -29%
SA
700
Skyline Advisors
Washington
$396K +$2.09K +84 +0.5%