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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
901
Hanson & Doremus Investment Management
Vermont
$5K
AA
902
Atmos Advisory
Pennsylvania
$4.7K -$13.8K -642 -74%
AAP
903
Arax Advisory Partners
Colorado
$4.54K -$3.4K -158 -42%
GA
904
GoalVest Advisory
New York
$4.29K +$4.38K +204 New
Citigroup
905
Citigroup
New York
$4.19K -$7.22K -336 -63%
FP
906
Financial Perspectives
Minnesota
$4.11K
EWM
907
Endurance Wealth Management
Rhode Island
$4K
DAM
908
Delta Asset Management
Tennessee
$3.94K
GEA
909
Glen Eagle Advisors
New Jersey
$3.58K +$2.79K +130 +325%
HCM
910
Hollencrest Capital Management
California
$3.43K
PCA
911
Providence Capital Advisors
North Carolina
$3.35K
CWP
912
Concord Wealth Partners
Virginia
$3.15K
FA
913
Fortis Advisors
Pennsylvania
$3.09K +$43 +2 +1%
CSB
914
City State Bank
Iowa
$3K
TCA
915
Trifecta Capital Advisors
Illinois
$2.66K -$2.49K -116 -48%
FMB
916
Field & Main Bank
Kentucky
$2.6K
TFM
917
TFC Financial Management
Massachusetts
$2.28K
AFG
918
Albion Financial Group
Utah
$2.1K -$23.4K -1,088 -92%
FMP
919
Financial Management Professionals
Texas
$2K -$6.1K -284 -77%
PTC
920
Private Trust Company
Ohio
$1.8K +$1.85K +86 New
MSFP
921
Mark Sheptoff Financial Planning
Connecticut
$1.59K
AA
922
Addison Advisors
Vermont
$1.51K
CIA
923
Cascade Investment Advisors
Oregon
$1.43K +$1.46K +68 New
FFA
924
Founders Financial Alliance
North Carolina
$1.36K -$1.16K -54 -45%
HWA
925
Heritage Wealth Advisors
Virginia
$1.14K +$1.16K +54 New