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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Selective Wealth Management
Virginia
$301K -$22.5K -950 -7%
CT
752
Clearstead Trust
Maine
$294K
FA
753
Fagan Associates
New York
$291K
SSB
754
Sandy Spring Bank
Maryland
$289K +$4.79K +202 +2%
PFGIA
755
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$4.5K -190 -2%
CP
756
Capital Planning
Washington
$285K +$30K +1,266 +12%
NA
757
Nottingham Advisors
New York
$285K
BC
758
Bowman & Company
Wisconsin
$283K
PG
759
Proffitt & Goodson
Tennessee
$282K
SAG
760
SageView Advisory Group
California
$281K -$1.28M -54,020 -82%
Jane Street
761
Jane Street
New York
$280K -$934K -39,414 -77%
RWM
762
RBA Wealth Management
California
$279K +$15.6K +660 +6%
BWP
763
BSW Wealth Partners
Colorado
$277K -$45.1K -1,904 -14%
GWCM
764
Godshalk Welsh Capital Management
Pennsylvania
$275K
RCM
765
Richardson Capital Management
Wisconsin
$275K -$1.85K -78 -0.7%
PVI
766
Pine Valley Investments
New Jersey
$275K
FM
767
Foster & Motley
Ohio
$274K -$47.1K -1,986 -15%
ECG
768
Edge Capital Group
Georgia
$274K
CP
769
Camelot Portfolios
Ohio
$272K +$271K +11,450 New
PWM
770
Power Wealth Management
Georgia
$271K +$271K +11,442 New
WHCFA
771
William Howard & Co Financial Advisors
Tennessee
$270K
KWS
772
Keystone Wealth Services
California
$268K +$1.75K +74 +0.7%
AL
773
Aspiriant LLC
California
$267K +$7.25K +306 +3%
LF
774
LifeSteps Financial
California
$266K +$16K +674 +6%
PTB
775
Pioneer Trust Bank
Oregon
$266K