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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
801
Aurora Private Wealth
New Jersey
$511K -$1.39K -42 -0.3%
American Century Companies
802
American Century Companies
Missouri
$506K -$2.82M -85,263 -86%
SMA
803
Seven Mile Advisory
New Jersey
$506K – – –
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$504K +$71.3K +2,157 +18%
SSA
805
Sierra Summit Advisors
Nevada
$499K – – –
PA
806
Planning Alternatives
Michigan
$495K -$6.44K -195 -1%
STA
807
Summit Trail Advisors
New York
$492K – – –
IRP
808
Investment Research Partners
Pennsylvania
$490K +$21.3K +645 +5%
AIP
809
Avail Investment Partners
Pennsylvania
$489K +$20.8K +628 +5%
GCM
810
Glaxis Capital Management
Florida
$486K – – –
AAG
811
Asset Advisory Group
New Jersey
$485K +$5.22K +158 +1%
TBA
812
Tower Bridge Advisors
Pennsylvania
$484K – – –
TWA
813
TCI Wealth Advisors
Arizona
$484K +$60K +1,817 +16%
CI
814
Cordant Inc
Oregon
$483K +$43.2K +1,306 +11%
FWM
815
Finer Wealth Management
Massachusetts
$483K -$69.5K -2,104 -14%
SPA
816
Sentinel Pension Advisors
Massachusetts
$482K +$826 +25 +0.2%
FWCM
817
Ferguson Wellman Capital Management
Oregon
$482K +$1.88K +57 +0.4%
CP
818
Capital Planning
Washington
$479K +$34.7K +1,051 +9%
MWP
819
Meridian Wealth Partners
Pennsylvania
$479K – – –
IFG
820
Independent Financial Group
California
$475K +$44.5K +1,346 +11%
Neuberger Berman Group
821
Neuberger Berman Group
New York
$472K -$12.5K -378 -3%
OFS
822
Opus Financial Solutions
Illinois
$471K -$1.85K -56 -0.4%
DSC
823
Daytona Street Capital
Missouri
$470K – – –
PFA
824
Pathway Financial Advisors
Vermont
$469K – – –
CWM
825
Cooke Wealth Management
California
$469K +$20.7K +626 +5%