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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
901
SIMA Wealth Partners
Virginia
$71.9K +$71.8K +3,028 New
FG
902
Fairman Group
Pennsylvania
$70.7K – – –
RCM
903
Raleigh Capital Management
North Carolina
$67.7K – – –
BC
904
Barrett & Company
Rhode Island
$63.2K – – –
AW
905
Avion Wealth
Texas
$62K +$55.9K +2,360 +803%
PPA
906
Painted Porch Advisors
California
$60.5K +$60.5K +2,552 New
TFM
907
TFC Financial Management
Massachusetts
$59.6K – – –
CPA
908
Cardiff Park Advisors
California
$58.1K – – –
EWA
909
EverSource Wealth Advisors
Alabama
$57.2K +$41.4K +1,748 +367%
CAM
910
Costello Asset Management
Pennsylvania
$57K -$1.42K -60 -2%
CC
911
Cultivar Capital
Texas
$56.9K +$56.9K +2,400 New
LC
912
Lindbrook Capital
California
$53.9K – – –
EA
913
Evolution Advisers
Virginia
$53K -$38.4K -1,622 -42%
Qube Research & Technologies (QRT)
914
Qube Research & Technologies (QRT)
United Kingdom
$51.8K -$173K -7,308 -77%
AssetMark Inc
915
AssetMark Inc
California
$50.1K +$50.1K +2,112 New
GBT
916
Grove Bank & Trust
Florida
$49.3K – – –
BCM
917
Blume Capital Management
California
$48.2K – – –
MA
918
Montag & Associates
Georgia
$47.6K – – –
GT
919
Glenmede Trust
Pennsylvania
$46.9K – – –
ICM
920
Islay Capital Management
Texas
$46.5K – – –
SIM
921
Studio Investment Management
Illinois
$46.5K +$45K +1,898 +3,954%
RF
922
Robbins Farley
New Hampshire
$44.5K -$806 -34 -2%
SWM
923
Sugarloaf Wealth Management
Georgia
$44K – – –
GWSA
924
Global Wealth Strategies & Associates
Colorado
$43.8K – – –
ACA
925
Atlas Capital Advisors
Wyoming
$42.2K -$1.04K -44 -2%