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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
SFMG Wealth Advisors
Texas
$372K +$1.1K +41 +0.3%
JWM
752
JPL Wealth Management
Colorado
$371K
STA
753
Summit Trail Advisors
New York
$369K
PPWM
754
Perissos Private Wealth Management
Oklahoma
$365K +$535 +20 +0.2%
CA
755
Calton & Associates
Florida
$362K -$139K -5,205 -29%
XT
756
XTX Topco
Cayman Islands
$361K -$62.8K -2,348 -15%
FVIM
757
Fort Vancouver Investment Management
Washington
$360K -$21.7K -812 -6%
SRCM
758
Signature Resources Capital Management
California
$359K -$2.89K -108 -0.8%
SCM
759
Stordahl Capital Management
Colorado
$358K
FRA
760
Front Row Advisors
California
$357K -$6.42K -240 -2%
SWM
761
Sendero Wealth Management
Texas
$357K
AL
762
Aspiriant LLC
California
$357K +$342K +12,786 New
ES
763
ETF Store
Kansas
$356K +$27.7K +1,035 +9%
KFSN
764
Keystone Financial Services (Nebraska)
Nebraska
$355K -$6.84K -256 -2%
RFP
765
Root Financial Partners
California
$355K +$78.9K +2,950 +30%
PFT
766
Providence First Trust
Arizona
$353K -$30.4K -1,135 -8%
CWM
767
Connecticut Wealth Management
Connecticut
$353K -$74.9K -2,801 -18%
RWM
768
Ritholtz Wealth Management
New York
$353K -$19.8K -740 -6%
MWA
769
Medallion Wealth Advisors
Connecticut
$352K -$17.7K -661 -5%
CAG
770
Crestwood Advisors Group
Massachusetts
$352K -$7.06K -264 -2%
AIM
771
Avity Investment Management
Connecticut
$352K +$114K +4,280 +51%
SHA
772
Seneca House Advisors
Virginia
$351K +$337K +12,593 New
FA
773
Fagan Associates
New York
$350K -$535 -20 -0.2%
CB
774
Commerce Bank
Missouri
$349K +$334K +12,502 New
Fisher Asset Management
775
Fisher Asset Management
Washington
$349K +$50.7K +1,896 +18%