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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
801
J.L. Bainbridge & Co
Florida
$240K +$22.5K +960 +11%
MA
802
Modus Advisors
Minnesota
$240K – – –
CSI
803
Cross Staff Investments
New York
$239K +$5.86K +250 +3%
SIMG
804
Sonora Investment Management Group
Arizona
$237K -$29.7K -1,266 -12%
GB
805
Goepper Burkhardt
South Carolina
$237K – – –
VHAM
806
Van Hulzen Asset Management
California
$234K +$20.7K +882 +10%
BWA
807
Bordeaux Wealth Advisors
California
$234K +$7.4K +316 +3%
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$234K +$38.2K +1,632 +21%
SFWA
809
Summit Financial Wealth Advisors
Louisiana
$233K +$222K +9,464 New
NC
810
Napatree Capital
Rhode Island
$232K -$1.41K -60 -0.6%
HWM
811
Heirloom Wealth Management
Colorado
$229K -$26.7K -1,140 -11%
SCM
812
Sebold Capital Management
Illinois
$229K – – –
PMSA
813
Patrick M. Sweeney & Associates
Illinois
$228K +$18.8K +802 +9%
NSIM
814
North Star Investment Management
Illinois
$228K +$4.08K +174 +2%
BEW
815
Burton Enright Welch
California
$228K – – –
BIG
816
Builder Investment Group
Georgia
$228K – – –
CWM
817
Connecticut Wealth Management
Connecticut
$227K -$609 -26 -0.3%
PTCG
818
Pring Turner Capital Group
California
$227K – – –
CIC
819
Carnegie Investment Counsel
Ohio
$226K -$386K -16,494 -64%
RIS
820
Retirement Income Solutions
Michigan
$226K – – –
FMN
821
Financial Management Network
California
$226K +$515 +22 +0.2%
G
822
Gainplan
Michigan
$225K +$2.62K +112 +1%
IWN
823
Independent Wealth Network
Iowa
$224K -$173K -7,374 -45%
AA
824
Apriem Advisors
California
$224K +$13.1K +558 +7%
MAG
825
Mayfair Advisory Group
Alabama
$224K +$7.12K +304 +3%