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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Cabot Wealth Management
Massachusetts
$361K -$26.7K -1,048 -6%
FCA
727
FLC Capital Advisors
California
$360K – – –
VCP
728
Vista Capital Partners
Oregon
$358K -$26.3K -1,030 -6%
MWA
729
Medallion Wealth Advisors
Connecticut
$357K +$8.72K +342 +2%
FNBOMD
730
First National Bank of Mount Dora
Florida
$356K – – –
CIA
731
Capital Investment Advisors
Georgia
$355K +$135K +5,283 +54%
JWM
732
Jeppson Wealth Management
California
$353K – – –
CTA
733
Chesley Taft & Associates
Illinois
$353K +$384K +15,052 New
CWC
734
Carolinas Wealth Consulting
North Carolina
$350K +$714 +28 +0.2%
CW
735
CreativeOne Wealth
Kansas
$349K +$13.9K +545 +4%
PA
736
Planning Alternatives
Michigan
$345K -$3.52K -138 -0.9%
CB
737
Commerce Bank
Missouri
$344K -$6.25K -245 -2%
Fisher Asset Management
738
Fisher Asset Management
Washington
$342K -$66.6K -2,612 -15%
SSA
739
Sierra Summit Advisors
Nevada
$342K +$7.95K +312 +2%
PRI
740
Prepared Retirement Institute
Pennsylvania
$341K -$16.9K -665 -4%
CFO
741
Callan Family Office
Pennsylvania
$341K – – –
SPA
742
Sentinel Pension Advisors
Massachusetts
$340K -$12.6K -493 -3%
MCP
743
Mirador Capital Partners
California
$340K – – –
BFC
744
Bedel Financial Consulting
Indiana
$338K +$204 +8 +0.1%
BlackRock
745
BlackRock
New York
$338K +$269K +10,536 +271%
FNBT
746
FineMark National Bank & Trust
Florida
$336K -$7.04K -276 -2%
CCC
747
Compass Capital Corp
Massachusetts
$335K -$78.1K -3,063 -16%
GCA
748
Genesee Capital Advisors
New York
$334K +$867 +34 +0.2%
DP
749
Dearborn Partners
Illinois
$333K +$104K +4,066 +40%
OAM
750
Oppenheimer Asset Management
New York
$330K +$1.4K +55 +0.4%