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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
776
Bosun Asset Management
Illinois
$175K +$167K +8,000 New
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
$174K +$48.9K +2,346 +42%
BHWM
778
Beaird Harris Wealth Management
Texas
$167K -$151K -7,230 -49%
BFPW
779
BOK Financial Private Wealth
Colorado
$153K -$6.09K -292 -4%
BWA
780
BDO Wealth Advisors
Florida
$150K
FA
781
Fiduciary Alliance
South Carolina
$149K +$142K +6,822 New
OIA
782
Optimum Investment Advisors
Illinois
$148K +$7.5K +360 +6%
NSG
783
Nalls Sherbakoff Group
Tennessee
$148K
KSWA
784
Kathleen S. Wright Associates
Pennsylvania
$147K +$9.13K +438 +7%
NSIM
785
North Star Investment Management
Illinois
$146K
GIP
786
Granite Investment Partners
California
$144K +$73.4K +3,520 +116%
ECM
787
Elgethun Capital Management
South Dakota
$143K +$136K +6,510 New
LWANC
788
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K -$46.3K -2,220 -26%
MA
789
MCF Advisors
Kentucky
$137K +$83 +4 +0.1%
CIAS
790
Capital Investment Advisory Services
North Carolina
$137K -$26.1K -1,250 -17%
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$130K -$10K -480 -8%
AP
792
Arlington Partners
Alabama
$122K +$116K +5,584 New
FFA
793
Farther Finance Advisors
California
$121K -$26.8K -1,286 -19%
WWP
794
WR Wealth Planners
Missouri
$121K -$18.8K -904 -14%
FPF
795
First Pacific Financial
Washington
$117K +$112K +5,360 New
FAM
796
Family Asset Management
South Carolina
$117K +$4.33K +208 +4%
SCA
797
Stonebridge Capital Advisors
Minnesota
$116K +$71.6K +3,436 +184%
GT
798
Glenmede Trust
Pennsylvania
$114K
CFGS
799
Concourse Financial Group Securities
Alabama
$114K +$41.4K +1,988 +61%
Bessemer Group
800
Bessemer Group
New Jersey
$111K +$5.09K +244 +5%