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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
776
Simon Quick Advisors
New Jersey
$267K +$9.28K +396 +4%
DADC
777
D.A. Davidson & Co
Montana
$264K +$251K +10,716 New
CP
778
Capital Planning
Washington
$263K +$251K +10,694 New
PIM
779
Penobscot Investment Management
Massachusetts
$263K -$78.9K -3,368 -24%
MPM
780
Meritage Portfolio Management
Kansas
$262K -$3.05K -130 -1%
CA
781
Continuum Advisory
Idaho
$262K -$1.13M -48,258 -82%
SB
782
Strategic Blueprint
Georgia
$261K -$240K -10,234 -49%
LF
783
LifeSteps Financial
California
$259K -$3.33K -142 -1%
B
784
Birchbrook
Maine
$259K
HWA
785
Heartwood Wealth Advisors
Virginia
$257K -$18.8K -804 -7%
HCP
786
Hexagon Capital Partners
Arkansas
$256K +$72.6K +3,098 +42%
FNBT
787
FineMark National Bank & Trust
Florida
$256K
PFPT
788
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K +$562 +24 +0.2%
SAM
789
Smartleaf Asset Management
Massachusetts
$250K +$180K +7,672 +305%
KCM
790
Kathmere Capital Management
Pennsylvania
$249K +$187 +8 +0.1%
OAM
791
Oppenheimer Asset Management
New York
$248K -$115K -4,922 -33%
EFN
792
Equita Financial Network
Pennsylvania
$246K +$234K +9,972 New
JPWM
793
Jamison Private Wealth Management
Georgia
$245K +$137K +5,858 +143%
CFP
794
Cascade Financial Partners
California
$245K +$246K +10,516 New
MA
795
MCF Advisors
Kentucky
$245K +$187 +8 +0.1%
Citigroup
796
Citigroup
New York
$244K +$163K +6,944 +233%
CAG
797
Crestwood Advisors Group
Massachusetts
$244K +$141 +6 +0.1%
HWA
798
HCR Wealth Advisors
California
$242K -$1.13K -48 -0.5%
AP
799
Adero Partners
California
$241K
JLBC
800
J.L. Bainbridge & Co
Florida
$240K +$22.5K +960 +11%