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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPA
751
High Probability Advisors
New York
$209K
ECG
752
Edge Capital Group
Georgia
$209K +$991 +42 +0.5%
GVAG
753
Great Valley Advisor Group
Delaware
$207K +$141K +5,952 New
PG
754
Patten Group
Tennessee
$206K -$1.98K -84 -1%
JLBC
755
J.L. Bainbridge & Co
Florida
$206K -$47 -2 -0%
KL
756
KWMG LLC
Kansas
$205K -$46.1K -1,952 -18%
FFA
757
First Foundation Advisors
California
$204K -$94.4K -3,998 -32%
CCM
758
Carmel Capital Management
California
$204K
WF
759
Wayfinding Financial
Washington
$203K -$84.2K -3,566 -27%
SOAG
760
Silver Oak Advisory Group
Oregon
$202K -$47 -2 -0%
BWA
761
BDO Wealth Advisors
Florida
$200K -$2.79K -118 -1%
TIM
762
Total Investment Management
Arizona
$200K +$2.83K +120 +1%
SSB
763
Sandy Spring Bank
Maryland
$198K +$12.6K +532 +7%
KA
764
Kozak & Associates
Colorado
$194K -$99.7K -4,222 -50%
RDFA
765
Ritter Daniher Financial Advisory
Ohio
$184K -$12.2K -516 -6%
S
766
SignatureFD
Georgia
$176K -$46.7K -1,980 -21%
Carson Wealth (CWM LLC)
767
Carson Wealth (CWM LLC)
Nebraska
$168K +$34.6K +1,466 +26%
ICM
768
Islay Capital Management
Texas
$165K
NSIM
769
North Star Investment Management
Illinois
$158K -$3.59K -152 -2%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$152K -$26.5K -1,124 -15%
LFG
771
Larson Financial Group
Missouri
$150K +$39.4K +1,670 +36%
OIA
772
Optimum Investment Advisors
Illinois
$144K +$5.81K +246 +4%
HI
773
Hudock Inc
Pennsylvania
$140K -$1.07M -45,524 -88%
FCT
774
First Community Trust
Iowa
$137K
LWA
775
Lenox Wealth Advisors
New York
$134K -$29.2K -1,236 -17%