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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
901
Coordinated Financial Services
Colorado
$204K +$10.6K +417 +5%
G
902
Gainplan
Michigan
$204K -$7.42K -291 -3%
CWA
903
Continuum Wealth Advisors
New York
$204K
AA
904
Apriem Advisors
California
$203K
AIM
905
Avity Investment Management
Connecticut
$203K +$10.6K +415 +5%
KeyBank National Association
906
KeyBank National Association
Ohio
$203K +$11.5K +452 +6%
PFM
907
Peak Financial Management
Massachusetts
$202K +$1.48K +58 +0.7%
TF
908
TME Financial
California
$202K -$1.17M -45,748 -84%
MA
909
Modus Advisors
Minnesota
$202K -$7.67K -301 -3%
FMN
910
Financial Management Network
California
$202K +$561 +22 +0.2%
AWA
911
ARQ Wealth Advisors
Arizona
$201K +$8.51K +334 +4%
MWP
912
Madison Wealth Partners
Wisconsin
$201K -$520K -20,386 -70%
HWM
913
Horizons Wealth Management
North Carolina
$197K +$1.63K +64 +0.8%
BFO
914
Biltmore Family Office
North Carolina
$191K
ECM
915
Elgethun Capital Management
South Dakota
$190K +$18.7K +735 +10%
MAFA
916
MJT & Associates Financial Advisory
Minnesota
$185K +$201K +7,900 New
BFPW
917
BOK Financial Private Wealth
Colorado
$183K -$15.9K -624 -7%
KA
918
Kozak & Associates
Colorado
$183K
Bessemer Group
919
Bessemer Group
New Jersey
$182K -$7.14K -280 -3%
SPIA
920
Steward Partners Investment Advisory
New York
$180K -$7.9K -310 -4%
TPCW
921
TD Private Client Wealth
New York
$180K +$70.9K +2,780 +57%
NSIM
922
North Star Investment Management
Illinois
$179K -$18.7K -734 -9%
BHWM
923
Beaird Harris Wealth Management
Texas
$178K
OIA
924
Optimum Investment Advisors
Illinois
$177K +$3.03K +119 +2%
TWM
925
Topsail Wealth Management
North Carolina
$174K