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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
851
Veery Capital
Delaware
$251K -$54.8K -2,319 -19%
BIG
852
Builder Investment Group
Georgia
$251K – – –
BEW
853
Burton Enright Welch
California
$250K -$35.7K -1,508 -13%
GGS
854
Galvin Gaustad & Stein
Arizona
$250K +$234K +9,885 New
PFM
855
Peak Financial Management
Massachusetts
$250K +$29.5K +1,247 +14%
BWP
856
BSW Wealth Partners
Colorado
$250K -$32.9K -1,392 -12%
KeyBank National Association
857
KeyBank National Association
Ohio
$249K +$28.7K +1,212 +14%
SMF
858
Scott Marsh Financial
Utah
$249K +$233K +9,852 New
HFP
859
Holistic Financial Partners
Indiana
$249K -$757 -32 -0.3%
LI
860
Lafayette Investments
Maryland
$249K – – –
CSI
861
Cross Staff Investments
New York
$248K +$24 +1 +0%
HWM
862
Heirloom Wealth Management
Colorado
$247K -$10K -425 -4%
CA
863
Capital Advantage
California
$247K -$274K -11,591 -54%
RFP
864
Root Financial Partners
California
$247K +$1.35K +57 +0.6%
GSWM
865
Golden State Wealth Management
California
$247K +$1.02K +43 +0.4%
CIA
866
Compass Ion Advisors
Pennsylvania
$246K -$70.3K -2,972 -23%
MAG
867
Mayfair Advisory Group
Alabama
$245K -$25.1K -1,062 -10%
PCMC
868
Paragon Capital Management (Colorado)
Colorado
$244K – – –
CWM
869
Castle Wealth Management
Florida
$241K -$5.11K -216 -2%
WI
870
Wedgewood Investors
Pennsylvania
$240K – – –
WA
871
WPG Advisers
Maryland
$238K +$5.49K +232 +3%
RIS
872
Retirement Income Solutions
Michigan
$237K +$4.35K +184 +2%
TIM
873
Total Investment Management
Arizona
$237K -$969 -41 -0.4%
KWS
874
Keystone Wealth Services
California
$237K -$1.18K -50 -0.5%
PTCG
875
Pring Turner Capital Group
California
$237K – – –