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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
851
Builder Investment Group
Georgia
$251K
BEW
852
Burton Enright Welch
California
$250K -$35.7K -1,508 -13%
GGS
853
Galvin Gaustad & Stein
Arizona
$250K +$234K +9,885 New
PFM
854
Peak Financial Management
Massachusetts
$250K +$29.5K +1,247 +14%
BWP
855
BSW Wealth Partners
Colorado
$250K -$32.9K -1,392 -12%
KeyBank National Association
856
KeyBank National Association
Ohio
$249K +$28.7K +1,212 +14%
SMF
857
Scott Marsh Financial
Utah
$249K +$233K +9,852 New
HFP
858
Holistic Financial Partners
Indiana
$249K -$757 -32 -0.3%
LI
859
Lafayette Investments
Maryland
$249K
CSI
860
Cross Staff Investments
New York
$248K +$24 +1 +0%
HWM
861
Heirloom Wealth Management
Colorado
$247K -$10K -425 -4%
CA
862
Capital Advantage
California
$247K -$274K -11,591 -54%
RFP
863
Root Financial Partners
California
$247K +$1.35K +57 +0.6%
GSWM
864
Golden State Wealth Management
California
$247K +$1.02K +43 +0.4%
CIA
865
Compass Ion Advisors
Pennsylvania
$246K -$70.3K -2,972 -23%
MAG
866
Mayfair Advisory Group
Alabama
$245K -$25.1K -1,062 -10%
PCMC
867
Paragon Capital Management (Colorado)
Colorado
$244K
CWM
868
Castle Wealth Management
Florida
$241K -$5.11K -216 -2%
WI
869
Wedgewood Investors
Pennsylvania
$240K
WA
870
WPG Advisers
Maryland
$238K +$5.49K +232 +3%
RIS
871
Retirement Income Solutions
Michigan
$237K +$4.35K +184 +2%
TIM
872
Total Investment Management
Arizona
$237K -$969 -41 -0.4%
KWS
873
Keystone Wealth Services
California
$237K -$1.18K -50 -0.5%
PTCG
874
Pring Turner Capital Group
California
$237K
APA
875
Astoria Portfolio Advisors
New York
$237K -$215K -9,097 -50%