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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
826
Retirement Income Solutions
Michigan
$218K – – –
JPWM
827
Jamison Private Wealth Management
Georgia
$216K -$20.2K -854 -9%
G
828
Gainplan
Michigan
$215K -$2.27K -96 -1%
FG
829
Fiduciary Group
Georgia
$213K -$521 -22 -0.2%
APA
830
Astoria Portfolio Advisors
New York
$213K – – –
MW
831
Maia Wealth
Colorado
$213K +$201K +8,488 New
CM
832
Columbus Macro
Pennsylvania
$213K +$212K +8,964 New
PIM
833
Penobscot Investment Management
Massachusetts
$210K -$42.7K -1,800 -17%
HPA
834
High Probability Advisors
New York
$210K – – –
KeyBank National Association
835
KeyBank National Association
Ohio
$209K – – –
D
836
Diversified
Delaware
$208K +$208K +8,782 New
HWM
837
Horizons Wealth Management
North Carolina
$208K -$10.6K -446 -5%
CWA
838
Continuum Wealth Advisors
New York
$206K -$7.87K -332 -4%
WFP
839
Wrenne Financial Planning
Kentucky
$206K +$205K +8,664 New
FC
840
Fusion Capital
South Carolina
$205K +$4.98K +210 +2%
PFM
841
Peak Financial Management
Massachusetts
$205K +$758 +32 +0.4%
WF
842
Williams Financial
Vermont
$205K +$205K +8,652 New
AA
843
Apriem Advisors
California
$205K -$11.3K -478 -5%
OWP
844
Obermeyer Wealth Partners
Colorado
$205K – – –
CPRC
845
Consolidated Portfolio Review Corp
New York
$204K +$332 +14 +0.2%
CIC
846
Carnegie Investment Counsel
Ohio
$203K -$15.5K -652 -7%
EWA
847
Emergent Wealth Advisors
New York
$203K +$901 +38 +0.4%
LFP
848
Leeward Financial Partners
Washington
$201K -$203K -8,568 -50%
SCM
849
Sebold Capital Management
Illinois
$201K -$19.6K -828 -9%
MFA
850
Mayflower Financial Advisors
Massachusetts
$201K -$6.35K -268 -3%