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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
801
CacheTech Inc
Utah
$362K -$248K -8,794 -41%
IRP
802
Investment Research Partners
Pennsylvania
$362K +$9.32K +330 +3%
RWM
803
RBA Wealth Management
California
$361K +$11.7K +414 +3%
ES
804
ETF Store
Kansas
$359K -$4.29K -152 -1%
SCM
805
SOL Capital Management
Maryland
$357K +$7K +248 +2%
CWM
806
Connecticut Wealth Management
Connecticut
$356K -$4.09K -145 -1%
ICP
807
Impact Capital Partners
Colorado
$355K +$1.55K +55 +0.4%
S
808
SignatureFD
Georgia
$354K -$135K -4,793 -28%
FCP
809
Fidelis Capital Partners
Florida
$352K +$349K +12,362 New
WFP
810
Wrenne Financial Planning
Kentucky
$352K -$31.8K -1,126 -8%
GWM
811
Geneos Wealth Management
Colorado
$351K +$7.96K +282 +2%
DBRC
812
D.B. Root & Company
Pennsylvania
$351K +$80.5K +2,852 +30%
LF
813
LifeSteps Financial
California
$351K -$1.38K -49 -0.4%
VC
814
Veery Capital
Delaware
$350K +$83.3K +2,949 +32%
Bank of New York Mellon
815
Bank of New York Mellon
New York
$350K -$41.8K -1,480 -11%
AT
816
American Trust
Kentucky
$350K -$415K -14,692 -54%
WCFA
817
Walkner Condon Financial Advisors
Wisconsin
$348K +$34.8K +1,234 +11%
FWM
818
Focused Wealth Management
New York
$348K +$988 +35 +0.3%
GIP
819
Granite Investment Partners
California
$347K +$28 +1 +0%
SCFS
820
Stewardship Concepts Financial Services
Washington
$346K +$343K +12,152 New
FA
821
Fagan Associates
New York
$346K -$11.3K -400 -3%
SWM
822
Selective Wealth Management
Virginia
$344K +$29.5K +1,044 +10%
CI
823
Cordant Inc
Oregon
$344K
IA
824
IFG Advisory
Georgia
$343K +$5.59K +198 +2%
KF
825
Ketron Financial
California
$343K +$340K +12,039 New