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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
726
Sonora Investment Management Group
Arizona
$414K +$32.9K +1,230 +9%
JWM
727
Jeppson Wealth Management
California
$413K – – –
PA
728
Planning Alternatives
Michigan
$407K -$2.41K -90 -0.6%
CFO
729
Callan Family Office
Pennsylvania
$406K – – –
SPA
730
Sentinel Pension Advisors
Massachusetts
$406K -$8.1K -303 -2%
CCC
731
Compass Capital Corp
Massachusetts
$404K -$42.1K -1,576 -10%
HT
732
Heritage Trust
Oklahoma
$400K – – –
MCP
733
Mirador Capital Partners
California
$397K -$5.43K -203 -1%
OAM
734
Oppenheimer Asset Management
New York
$397K +$2.46K +92 +0.7%
CA
735
Continuum Advisory
Idaho
$396K +$3.77K +141 +1%
CCA
736
Clarity Capital Advisors
Florida
$394K +$1.2K +45 +0.3%
PMSA
737
Patrick M. Sweeney & Associates
Illinois
$393K +$26.6K +996 +8%
BCM
738
Brookstone Capital Management
Illinois
$392K -$412K -15,399 -52%
SMA
739
Seven Mile Advisory
New Jersey
$391K – – –
HF
740
HRT Financial
New York
$389K -$429K -16,033 -53%
PD
741
Planning Directions
Pennsylvania
$388K +$802 +30 +0.2%
SAG
742
SageView Advisory Group
California
$386K +$16.2K +607 +5%
CWM
743
Cabot Wealth Management
Massachusetts
$386K -$8.13K -304 -2%
SSA
744
Sierra Summit Advisors
Nevada
$385K -$1.12K -42 -0.3%
Bank of New York Mellon
745
Bank of New York Mellon
New York
$384K -$6.36M -238,000 -95%
HCP
746
Hexagon Capital Partners
Arkansas
$381K -$21.8K -817 -6%
HCP
747
Hardin Capital Partners
South Carolina
$376K -$73.5K -2,749 -17%
WFP
748
Wrenne Financial Planning
Kentucky
$376K -$3.1K -116 -0.9%
MWM
749
Moran Wealth Management
Florida
$375K +$360K +13,449 New
PFA
750
Pathway Financial Advisors
Vermont
$375K – – –