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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
826
D.B. Root & Company
Pennsylvania
$223K -$45.6K -1,946 -18%
CWA
827
Continuum Wealth Advisors
New York
$222K -$3.47K -148 -2%
FG
828
Fiduciary Group
Georgia
$222K -$5.86K -250 -3%
QCM
829
QRG Capital Management
Illinois
$220K -$32K -1,366 -13%
GIA
830
Gladstone Institutional Advisory
Florida
$218K -$22K -940 -10%
HPA
831
High Probability Advisors
New York
$218K – – –
KeyBank National Association
832
KeyBank National Association
Ohio
$216K +$206K +8,792 New
CAI
833
Capital Advisors Inc
Oklahoma
$216K +$206K +8,776 New
MFA
834
Mayflower Financial Advisors
Massachusetts
$215K -$2.02K -86 -1%
CIA
835
Capital Investment Advisors
Georgia
$214K -$73.1K -3,120 -26%
APW
836
Austin Private Wealth
Texas
$214K +$1.83K +78 +0.9%
OWP
837
Obermeyer Wealth Partners
Colorado
$212K – – –
PFM
838
Peak Financial Management
Massachusetts
$212K -$7.54K -322 -4%
CPP
839
Capasso Planning Partners
South Carolina
$212K +$202K +8,618 New
CPRC
840
Consolidated Portfolio Review Corp
New York
$211K -$1.97K -84 -1%
PI
841
PFG Investments
New York
$211K +$201K +8,586 New
EWA
842
Emergent Wealth Advisors
New York
$209K +$199K +8,504 New
Brown Advisory
843
Brown Advisory
Maryland
$209K +$199K +8,496 New
FC
844
Fusion Capital
South Carolina
$208K -$60.3K -2,574 -23%
HWM
845
Horizons Wealth Management
North Carolina
$208K – – –
AWM
846
Axxcess Wealth Management
California
$208K -$13K -554 -6%
KA
847
Kozak & Associates
Colorado
$206K +$422 +18 +0.2%
APA
848
Astoria Portfolio Advisors
New York
$206K +$187 +8 +0.1%
PCA
849
Prosperity Capital Advisors
Ohio
$206K +$196K +8,364 New
CASC
850
Coppell Advisory Solutions Corp
Texas
$205K +$195K +8,322 New