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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
801
D.B. Root & Company
Pennsylvania
$237K +$22.7K +956 +11%
CAG
802
Crestwood Advisors Group
Massachusetts
$237K +$2.32K +98 +1%
SIMG
803
Sonora Investment Management Group
Arizona
$237K – – –
JLBC
804
J.L. Bainbridge & Co
Florida
$236K +$4.65K +196 +2%
PMSA
805
Patrick M. Sweeney & Associates
Illinois
$235K +$14.9K +630 +7%
GB
806
Goepper Burkhardt
South Carolina
$234K – – –
HWA
807
HCR Wealth Advisors
California
$234K – – –
QCM
808
QRG Capital Management
Illinois
$233K +$21.4K +902 +10%
MA
809
Modus Advisors
Minnesota
$232K – – –
CSI
810
Cross Staff Investments
New York
$231K +$948 +40 +0.4%
SAM
811
SignalPoint Asset Management
Missouri
$231K +$231K +9,734 New
MAG
812
Mayfair Advisory Group
Alabama
$229K +$3.98K +168 +2%
FNBT
813
FineMark National Bank & Trust
Florida
$229K -$18K -760 -7%
PCMC
814
Paragon Capital Management (Colorado)
Colorado
$228K -$155K -6,552 -40%
CW
815
CreativeOne Wealth
Kansas
$227K -$127K -5,374 -36%
BWA
816
Bordeaux Wealth Advisors
California
$227K +$1.14K +48 +0.5%
MFG
817
Merit Financial Group
Georgia
$225K -$99.4K -4,192 -31%
FMN
818
Financial Management Network
California
$223K +$711 +30 +0.3%
CIA
819
Capital Investment Advisors
Georgia
$222K +$15.5K +654 +8%
WI
820
Wedgewood Investors
Pennsylvania
$222K +$221K +9,344 New
HWM
821
Heirloom Wealth Management
Colorado
$221K – – –
BEW
822
Burton Enright Welch
California
$220K – – –
BIG
823
Builder Investment Group
Georgia
$220K +$379 +16 +0.2%
AWM
824
Accurate Wealth Management
Florida
$219K +$207K +8,746 New
PTCG
825
Pring Turner Capital Group
California
$218K – – –