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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
901
Sigma Planning Corp
Michigan
$205K +$223K +8,763 New
FCC
902
Flower City Capital
New York
$205K – – –
CFS
903
Coordinated Financial Services
Colorado
$204K +$10.6K +417 +5%
G
904
Gainplan
Michigan
$204K -$7.42K -291 -3%
CWA
905
Continuum Wealth Advisors
New York
$204K – – –
AA
906
Apriem Advisors
California
$203K – – –
AIM
907
Avity Investment Management
Connecticut
$203K +$10.6K +415 +5%
KeyBank National Association
908
KeyBank National Association
Ohio
$203K +$11.5K +452 +6%
PFM
909
Peak Financial Management
Massachusetts
$202K +$1.48K +58 +0.7%
TF
910
TME Financial
California
$202K -$1.17M -45,748 -84%
MA
911
Modus Advisors
Minnesota
$202K -$7.67K -301 -3%
FMN
912
Financial Management Network
California
$202K +$561 +22 +0.2%
AWA
913
ARQ Wealth Advisors
Arizona
$201K +$8.51K +334 +4%
MWP
914
Madison Wealth Partners
Wisconsin
$201K -$520K -20,386 -70%
HWM
915
Horizons Wealth Management
North Carolina
$197K +$1.63K +64 +0.8%
BFO
916
Biltmore Family Office
North Carolina
$191K – – –
ECM
917
Elgethun Capital Management
South Dakota
$190K +$18.7K +735 +10%
MAFA
918
MJT & Associates Financial Advisory
Minnesota
$185K +$201K +7,900 New
BFPW
919
BOK Financial Private Wealth
Colorado
$183K -$15.9K -624 -7%
KA
920
Kozak & Associates
Colorado
$183K – – –
Bessemer Group
921
Bessemer Group
New Jersey
$182K -$7.14K -280 -3%
SPIA
922
Steward Partners Investment Advisory
New York
$180K -$7.9K -310 -4%
TPCW
923
TD Private Client Wealth
New York
$180K +$70.9K +2,780 +57%
NSIM
924
North Star Investment Management
Illinois
$179K -$18.7K -734 -9%
BHWM
925
Beaird Harris Wealth Management
Texas
$178K – – –