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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
901
CFC Planning Company
Indiana
$232K +$239K +8,989 New
SAM
902
Silvercrest Asset Management
New York
$232K +$239K +8,973 New
OWP
903
Obermeyer Wealth Partners
Colorado
$232K
MA
904
Modus Advisors
Minnesota
$231K -$585 -22 -0.2%
Pathstone Holdings
905
Pathstone Holdings
New Jersey
$230K +$7.42K +279 +3%
PIM
906
Penobscot Investment Management
Massachusetts
$229K -$27 -1 -0%
EPAM
907
Evelyn Partners Asset Management
$229K +$236K +8,858 New
HPA
908
High Probability Advisors
New York
$229K
SHA
909
Seneca House Advisors
Virginia
$226K +$233K +8,753 New
FCC
910
Flower City Capital
New York
$226K -$60.1K -2,258 -21%
CWA
911
Continuum Wealth Advisors
New York
$225K
AA
912
Apriem Advisors
California
$224K
CAI
913
Capital Advisors Inc
Oklahoma
$224K -$32.5K -1,220 -12%
WF
914
Williams Financial
Vermont
$222K +$1.36K +51 +0.6%
PFM
915
Peak Financial Management
Massachusetts
$222K -$4.66K -175 -2%
FC
916
Fusion Capital
South Carolina
$221K +$798 +30 +0.4%
GBFP
917
Golden Bell Financial Planning
Georgia
$220K +$227K +8,520 New
KA
918
Kozak & Associates
Colorado
$219K -$222K -8,352 -50%
LFP
919
Leeward Financial Partners
Washington
$219K -$559 -21 -0.2%
MFA
920
Mayflower Financial Advisors
Massachusetts
$219K
BFPW
921
BOK Financial Private Wealth
Colorado
$219K +$53.8K +2,023 +31%
NSIM
922
North Star Investment Management
Illinois
$217K +$293 +11 +0.1%
HWM
923
Horizons Wealth Management
North Carolina
$216K
BCM
924
Becker Capital Management
Oregon
$215K -$27 -1 -0%
JWM
925
JFG Wealth Management
Colorado
$215K +$221K +8,305 New