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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
726
Adero Partners
California
$354K
CI
727
Cordant Inc
Oregon
$354K -$1.74K -70 -0.5%
SWM
728
Spire Wealth Management
Virginia
$353K -$27K -1,088 -7%
FRA
729
Front Row Advisors
California
$351K -$40.2K -1,620 -11%
KFS
730
Kaizen Financial Strategies
California
$349K +$10.8K +434 +3%
PWA
731
Physician Wealth Advisors
Utah
$346K +$412K +16,586 +165%
TWA
732
TCI Wealth Advisors
Arizona
$346K +$17K +684 +5%
C1AG
733
Client 1st Advisory Group
Florida
$346K -$116K -4,684 -26%
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$343K +$6.26K +252 +2%
GFA
735
Gallagher Fiduciary Advisors
Illinois
$343K
LWM
736
Laidlaw Wealth Management
New York
$342K +$62.7K +2,524 +23%
STA
737
Summit Trail Advisors
New York
$341K +$329K +13,244 New
GCM
738
Glaxis Capital Management
Florida
$339K +$2.23K +90 +0.7%
WWM
739
Western Wealth Management
Colorado
$339K -$16.5K -666 -5%
Fisher Asset Management
740
Fisher Asset Management
Washington
$339K -$149K -5,992 -31%
SG
741
Somerset Group
Minnesota
$337K
SWA
742
SFMG Wealth Advisors
Texas
$337K -$8.79K -354 -3%
JC
743
Jentner Corp
Ohio
$336K -$795 -32 -0.2%
CAL
744
Capital Advisors Ltd
Ohio
$335K -$6.95K -280 -2%
DIA
745
Dana Investment Advisors
Wisconsin
$335K -$38K -1,530 -11%
USCWA
746
U.S. Capital Wealth Advisors
Texas
$334K +$1.54K +62 +0.5%
PPWM
747
Perissos Private Wealth Management
Oklahoma
$333K -$66.3K -2,672 -17%
HFP
748
Holistic Financial Partners
Indiana
$333K +$1.99K +80 +0.6%
SA
749
Stewardship Advisors
Pennsylvania
$331K +$319K +12,862 New
SWM
750
Sendero Wealth Management
Texas
$330K