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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
826
IFG Advisory
Georgia
$343K +$5.59K +198 +2%
KF
827
Ketron Financial
California
$343K +$340K +12,039 New
KFSN
828
Keystone Financial Services (Nebraska)
Nebraska
$341K -$21.2K -750 -6%
ACA
829
AG Campbell Advisory
Maryland
$341K +$338K +11,978 New
Chevy Chase Trust
830
Chevy Chase Trust
Maryland
$341K -$192K -6,812 -36%
VA
831
VestGen Advisors
Illinois
$341K +$75.8K +2,685 +29%
RRA
832
Round Rock Advisors
Connecticut
$338K +$904 +32 +0.3%
DSC
833
Daytona Street Capital
Missouri
$338K +$335K +11,863 New
RWB
834
RMR Wealth Builders
New Jersey
$337K +$339 +12 +0.1%
KCM
835
Kathmere Capital Management
Pennsylvania
$337K +$2.23K +79 +0.7%
DA
836
Drake & Associates
Wisconsin
$337K – – –
FMWA
837
Forvis Mazars Wealth Advisors
Missouri
$336K -$19.8K -700 -6%
PFM
838
Peak Financial Management
Massachusetts
$336K +$20K +710 +6%
MWA
839
Medallion Wealth Advisors
Connecticut
$335K -$24.2K -857 -7%
SPC
840
Sigma Planning Corp
Michigan
$334K +$39.8K +1,410 +14%
JCM
841
J2 Capital Management
Michigan
$334K – – –
SPA
842
Sentinel Pension Advisors
Massachusetts
$334K -$79.8K -2,825 -19%
VF
843
Vawter Financial
Ohio
$333K – – –
SIA
844
Sage Investment Advisers
New York
$331K +$328K +11,627 New
NW
845
NewEdge Wealth
Pennsylvania
$331K – – –
BWP
846
Balboa Wealth Partners
Arizona
$329K +$327K +11,568 New
BRWM
847
Blue Rock Wealth Management
North Carolina
$329K +$169 +6 +0.1%
KFA
848
Kelleher Financial Advisors
New York
$329K – – –
FVIM
849
Fort Vancouver Investment Management
Washington
$329K -$38.3K -1,355 -11%
WHCFA
850
William Howard & Co Financial Advisors
Tennessee
$327K +$1.41K +50 +0.4%