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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
851
Independent Financial Group
California
$343K +$52.2K +1,741 +17%
SIA
852
Sage Investment Advisers
New York
$343K +$1.56K +52 +0.4%
JCM
853
J2 Capital Management
Michigan
$341K
VF
854
Vawter Financial
Ohio
$340K
RF
855
Rossby Financial
Florida
$339K +$299K +9,966 +628%
MOS
856
MGO One Seven
Ohio
$339K +$11.5K +385 +3%
WC
857
Waterloo Capital
Texas
$338K -$64.7K -2,160 -16%
NW
858
NewEdge Wealth
Pennsylvania
$338K +$450 +15 +0.1%
TWA
859
TCI Wealth Advisors
Arizona
$336K +$3.24K +108 +0.9%
Chevy Chase Trust
860
Chevy Chase Trust
Maryland
$336K -$12.4K -414 -3%
KFA
861
Kelleher Financial Advisors
New York
$336K
PFM
862
Peak Financial Management
Massachusetts
$335K -$7.67K -256 -2%
WHCFA
863
William Howard & Co Financial Advisors
Tennessee
$335K +$510 +17 +0.1%
SPC
864
Sigma Planning Corp
Michigan
$334K -$7.67K -256 -2%
BRWM
865
Blue Rock Wealth Management
North Carolina
$334K -$2.31K -77 -0.7%
CFS
866
Coordinated Financial Services
Colorado
$326K +$1.8K +60 +0.5%
KWS
867
Keystone Wealth Services
California
$325K +$22.9K +764 +7%
CW
868
Curio Wealth
Maryland
$322K
RWB
869
RMR Wealth Builders
New Jersey
$321K -$23.7K -789 -7%
AFA
870
Allium Financial Advisors
Oregon
$316K +$2.07K +69 +0.6%
SWM
871
Selective Wealth Management
Virginia
$316K -$39.7K -1,323 -12%
MA
872
MCF Advisors
Kentucky
$315K +$120 +4 +0%
QWP
873
Quotient Wealth Partners
Texas
$315K
FIA
874
FPC Investment Advisory
California
$314K -$3.24K -108 -1%
CAI
875
Capital Advisors Inc
Oklahoma
$314K +$55.5K +1,852 +21%