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Schwab U.S Small- Cap ETF

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