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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
851
Leeward Financial Partners
Washington
$219K – – –
EWA
852
Emergent Wealth Advisors
New York
$218K -$1.74K -70 -0.8%
MFA
853
Mayflower Financial Advisors
Massachusetts
$218K – – –
OMC
854
Old Mission Capital
Illinois
$217K +$210K +8,438 New
NSIM
855
North Star Investment Management
Illinois
$216K +$248 +10 +0.1%
Pathstone Holdings
856
Pathstone Holdings
New Jersey
$215K +$208K +8,358 New
HWM
857
Horizons Wealth Management
North Carolina
$215K – – –
G
858
Gainplan
Michigan
$215K – – –
BCM
859
Becker Capital Management
Oregon
$214K +$207K +8,326 New
SQA
860
Simon Quick Advisors
New Jersey
$213K +$205K +8,268 New
VCA
861
Verdence Capital Advisors
Maryland
$213K +$205K +8,254 New
LI
862
Lafayette Investments
Maryland
$211K +$204K +8,208 New
CCM
863
Carmel Capital Management
California
$211K +$203K +8,188 New
SCM
864
Sebold Capital Management
Illinois
$210K -$7K -282 -3%
CIC
865
Carnegie Investment Counsel
Ohio
$210K -$9.68K -390 -5%
BFO
866
Biltmore Family Office
North Carolina
$210K +$202K +8,148 New
MFG
867
Merit Financial Group
Georgia
$209K -$33.9K -1,364 -14%
SPIA
868
Steward Partners Investment Advisory
New York
$209K +$31.1K +1,252 +18%
AWM
869
Accurate Wealth Management
Florida
$208K +$180K +7,258 +83%
Brown Advisory
870
Brown Advisory
Maryland
$208K +$200K +8,068 New
KeyBank National Association
871
KeyBank National Association
Ohio
$206K -$19.3K -776 -9%
BAM
872
Bosun Asset Management
Illinois
$206K +$199K +8,000 New
CWM
873
Connecticut Wealth Management
Connecticut
$206K +$198K +7,988 New
BFM
874
Broadview Financial Management
Wisconsin
$203K +$196K +7,890 New
SFS
875
Strategic Financial Services
New York
$202K +$195K +7,864 New