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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
726
Merit Financial Group
Georgia
$324K +$17.9K +764 +6%
JC
727
Jentner Corp
Ohio
$323K -$25.9K -1,104 -8%
GCM
728
Glaxis Capital Management
Florida
$322K +$703 +30 +0.2%
SG
729
Somerset Group
Minnesota
$321K -$2.81K -120 -0.9%
FA
730
Fiduciary Alliance
South Carolina
$321K +$97.9K +4,178 +47%
GC
731
Gratus Capital
Georgia
$320K -$42.6K -1,820 -12%
MCCA
732
Mill Creek Capital Advisors
Pennsylvania
$319K -$7.4K -316 -2%
SL
733
Salomon & Ludwin
Virginia
$319K +$225K +9,602 +287%
CIA
734
Cascade Investment Advisors
Oregon
$318K +$303K +12,932 New
GWA
735
Geometric Wealth Advisors
District of Columbia
$316K +$8.76K +374 +3%
HFP
736
Holistic Financial Partners
Indiana
$316K -$41.2K -1,760 -12%
SCM
737
Stordahl Capital Management
Colorado
$316K – – –
SWM
738
Sendero Wealth Management
Texas
$315K – – –
SAM
739
Sawgrass Asset Management
Florida
$313K +$11.3K +484 +4%
BW
740
Bison Wealth
Georgia
$313K +$94 +4 +0%
PFA
741
Pure Financial Advisors
California
$311K -$6.56K -280 -2%
RDIA
742
RE Dickinson Investment Advisors
Iowa
$309K -$85.7K -3,660 -23%
CB
743
Commerce Bank
Missouri
$307K -$1.17K -50 -0.4%
S
744
Sachetta
Massachusetts
$306K – – –
CT
745
Clearstead Trust
Maine
$305K – – –
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$36.4K -1,552 -11%
DFG
747
Delta Financial Group
New Jersey
$302K +$287K +12,260 New
FA
748
Fagan Associates
New York
$302K – – –
LWM
749
Laidlaw Wealth Management
New York
$302K +$287K +12,252 New
TWA
750
TCI Wealth Advisors
Arizona
$301K +$287K +12,246 New