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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Clarity Capital Advisors
Florida
$329K -$148K -5,805 -29%
GIA
752
Gladstone Institutional Advisory
Florida
$328K +$80.8K +3,172 +29%
SMA
753
Seven Mile Advisory
New Jersey
$328K
Pathstone Holdings
754
Pathstone Holdings
New Jersey
$326K +$135K +5,289 +61%
SA
755
Skyline Advisors
Washington
$324K +$20.3K +796 +6%
FVIM
756
Fort Vancouver Investment Management
Washington
$324K -$35.4K -1,389 -9%
PVI
757
Pine Valley Investments
New Jersey
$323K +$7.11K +279 +2%
FF
758
Farnam Financial
Arizona
$320K +$153 +6 +0%
PFT
759
Providence First Trust
Arizona
$320K
PMSA
760
Patrick M. Sweeney & Associates
Illinois
$320K +$25 +1 +0%
CICC
761
Capital Investment Counsel (Colorado)
Colorado
$319K +$81.2K +3,186 +31%
RWA
762
River Wealth Advisors
Pennsylvania
$318K -$94K -3,688 -21%
FF
763
Fairway Financial
Florida
$317K +$48.6K +1,905 +16%
FRA
764
Front Row Advisors
California
$317K +$3.19K +125 +0.9%
SIMG
765
Sonora Investment Management Group
Arizona
$316K -$22.1K -866 -6%
PWA
766
Physician Wealth Advisors
Utah
$316K +$3.42K +134 +1%
TWA
767
TCI Wealth Advisors
Arizona
$312K -$5.56K -218 -2%
GCM
768
Glaxis Capital Management
Florida
$311K +$306 +12 +0.1%
DPI
769
Diversified Portfolios Inc
Michigan
$311K +$339K +13,283 New
SWA
770
SFMG Wealth Advisors
Texas
$310K +$2.27K +89 +0.7%
VWM
771
Vermillion Wealth Management
Minnesota
$308K -$44.8K -1,759 -12%
AV
772
Aspiring Ventures
Ohio
$306K -$2.68K -105 -0.8%
PPWM
773
Perissos Private Wealth Management
Oklahoma
$306K -$23.8K -933 -7%
SAG
774
SageView Advisory Group
California
$305K +$5.86K +230 +2%
DIA
775
Dana Investment Advisors
Wisconsin
$305K -$18.1K -710 -5%