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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPPHD
901
Maloon Powers Pitre Higgins & Dennehy
California
$367K +$336K +10,171 New
KA
902
KLCM Advisors
Wisconsin
$365K -$8.92K -270 -3%
IA
903
Integrity Alliance
Iowa
$363K +$87.9K +2,661 +36%
BEW
904
Burton Enright Welch
California
$358K – – –
AssetMark Inc
905
AssetMark Inc
California
$356K +$74.5K +2,254 +30%
MWM
906
MBE Wealth Management
Wisconsin
$356K +$22.8K +690 +8%
CWA
907
Crusonia Wealth Advisors
Colorado
$354K +$23.8K +721 +8%
CSI
908
Cross Staff Investments
New York
$353K +$33 +1 +0%
CGA
909
Crescent Grove Advisors
Illinois
$351K – – –
BIG
910
Builder Investment Group
Georgia
$350K – – –
PWM
911
Parkshore Wealth Management
California
$350K -$5.88K -178 -2%
RF
912
Robbins Farley
New Hampshire
$350K +$27.5K +832 +9%
Vanguard National Trust
913
Vanguard National Trust
Pennsylvania
$348K – – –
FFA
914
First Foundation Advisors
California
$347K – – –
CAI
915
Capital Advisors Inc
Oklahoma
$347K -$39.9K -1,208 -11%
CA
916
Capital Advantage
California
$346K +$991 +30 +0.3%
RPA
917
Rock Point Advisors
Vermont
$346K -$8.26K -250 -3%
JIC
918
Joel Isaacson & Co
New York
$346K -$3.77K -114 -1%
EFG
919
Everest Financial Group
Minnesota
$346K -$4.76K -144 -1%
PPWM
920
Perissos Private Wealth Management
Oklahoma
$345K +$297 +9 +0.1%
OFA
921
Orographic Financial Advisors
Colorado
$345K – – –
CWM
922
Castle Wealth Management
Florida
$345K – – –
PWA
923
Pitcairn Wealth Advisors
Pennsylvania
$344K +$315K +9,534 New
LI
924
Lafayette Investments
Maryland
$342K -$4.03K -122 -1%
FCM
925
Flagship Capital Management
Pennsylvania
$340K +$4.56K +138 +1%