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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
826
Allium Financial Advisors
Oregon
$271K +$780 +33 +0.3%
FLPIM
827
F.L. Putnam Investment Management
Massachusetts
$269K -$44.4K -1,880 -15%
Fisher Asset Management
828
Fisher Asset Management
Washington
$268K -$94.4K -3,993 -27%
CGA
829
Crescent Grove Advisors
Illinois
$267K – – –
CFP
830
Cascade Financial Partners
California
$267K +$47 +2 +0%
B
831
Birchbrook
Maine
$266K – – –
CPC
832
CFC Planning Company
Indiana
$266K +$36.5K +1,542 +17%
GIA
833
Gladstone Institutional Advisory
Florida
$263K -$85.1K -3,600 -26%
IPA
834
Investment Planning Advisors
Georgia
$262K +$245K +10,345 New
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K +$591 +25 +0.2%
QWP
836
Quotient Wealth Partners
Texas
$261K +$244K +10,306 New
Brown Advisory
837
Brown Advisory
Maryland
$260K +$243K +10,277 New
PWM
838
Parkshore Wealth Management
California
$260K -$18.3K -776 -7%
FM
839
Foster & Motley
Ohio
$259K -$14.6K -619 -6%
C1AG
840
Client 1st Advisory Group
Florida
$259K -$20.1K -852 -8%
SC
841
Sapient Capital
Indiana
$258K -$21.8K -924 -8%
WA
842
Whipplewood Advisors
Colorado
$258K -$1.32M -55,715 -85%
CA
843
Clune & Associates
Illinois
$257K +$2.29K +97 +1%
CPA
844
Cathy Pareto & Associates
Florida
$256K +$239K +10,118 New
RPA
845
Rock Point Advisors
Vermont
$255K +$4.73K +200 +2%
SFO
846
Stokes Family Office
Louisiana
$253K – – –
EWA
847
EverSource Wealth Advisors
Alabama
$252K +$221K +9,345 +1,476%
FIA
848
FPC Investment Advisory
California
$252K +$6.1K +258 +3%
FMN
849
Financial Management Network
California
$252K +$709 +30 +0.3%
MA
850
MCF Advisors
Kentucky
$251K -$165 -7 -0.1%