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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
701
Family Management
New York
$267K
FCH
702
Freestone Capital Holdings
Washington
$266K -$6.21K -298 -2%
CCA
703
Column Capital Advisors
Indiana
$265K
CAAS
704
Capital Asset Advisory Services
Michigan
$261K +$125 +6 +0.1%
CIS
705
Continental Investors Services
Washington
$261K +$242K +11,614 New
FM
706
Foster & Motley
Ohio
$259K -$2.79K -134 -1%
FCC
707
Flower City Capital
New York
$258K -$14.8K -710 -6%
Brown Advisory
708
Brown Advisory
Maryland
$254K -$20.1K -962 -8%
GWCM
709
Godshalk Welsh Capital Management
Pennsylvania
$254K
CSI
710
Cross Staff Investments
New York
$254K -$5.42K -260 -2%
Qube Research & Technologies (QRT)
711
Qube Research & Technologies (QRT)
United Kingdom
$254K +$319K +15,294 New
CAL
712
Capital Advisors Ltd
Ohio
$252K
AWM
713
Accurate Wealth Management
Florida
$252K -$38.9K -1,864 -14%
BWM
714
BNC Wealth Management
Oregon
$252K -$26.8K -1,286 -10%
CP
715
Camelot Portfolios
Ohio
$251K +$239K +11,450 New
FC
716
Fusion Capital
South Carolina
$249K -$12.8K -612 -5%
EW
717
Evoke Wealth
California
$248K +$24.2K +1,162 +11%
KWS
718
Keystone Wealth Services
California
$247K -$542 -26 -0.2%
Prudential Financial
719
Prudential Financial
New Jersey
$247K +$21.3K +1,020 +10%
HWA
720
Heartwood Wealth Advisors
Virginia
$247K
PTB
721
Pioneer Trust Bank
Oregon
$245K
AFA
722
Alpha Financial Advisors
North Carolina
$244K -$1.5K -72 -0.6%
AL
723
Aspiriant LLC
California
$244K -$5.54K -266 -2%
LF
724
LifeSteps Financial
California
$244K +$42 +2 +0%
PAMG
725
Patton Albertson Miller Group
Tennessee
$241K -$66.2K -3,178 -22%