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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
901
Fusion Capital
South Carolina
$241K -$3.32K -124 -1%
CIA
902
Cascade Investment Advisors
Oregon
$240K -$103K -3,846 -31%
SAM
903
Sawgrass Asset Management
Florida
$240K – – –
MWP
904
Madison Wealth Partners
Wisconsin
$239K -$722 -27 -0.3%
CWA
905
Continuum Wealth Advisors
New York
$239K – – –
LPT
906
Legacy Private Trust
Wisconsin
$238K -$4.01K -150 -2%
AFA
907
Alpha Financial Advisors
North Carolina
$238K -$9.36K -350 -4%
FL
908
FreeGulliver LLC
Louisiana
$237K -$22.5K -841 -9%
AA
909
Alesco Advisors
New York
$237K +$2.14K +80 +1%
CIC
910
Carnegie Investment Counsel
Ohio
$237K -$7.81K -292 -3%
LCC
911
Lincoln Capital Corp
Rhode Island
$236K – – –
HWM
912
Horizons Wealth Management
North Carolina
$235K – – –
MCM
913
Mitchell Capital Management
Kansas
$235K +$8.29K +310 +4%
PIM
914
Penobscot Investment Management
Massachusetts
$234K – – –
BFO
915
Biltmore Family Office
North Carolina
$233K – – –
CGFA
916
Colton Groome Financial Advisors
North Carolina
$232K – – –
DB
917
Dravo Bay
Delaware
$230K -$29.7K -1,112 -12%
VCA
918
Verdence Capital Advisors
Maryland
$230K -$428 -16 -0.2%
AWA
919
Arkadios Wealth Advisors
Georgia
$229K +$220K +8,223 New
BIM
920
Baldwin Investment Management
Pennsylvania
$227K +$134 +5 +0.1%
Pathstone Holdings
921
Pathstone Holdings
New Jersey
$227K +$217K +8,125 New
KA
922
Kozak & Associates
Colorado
$226K +$722 +27 +0.3%
DPI
923
Diversified Portfolios Inc
Michigan
$225K +$27 +1 +0%
NA
924
Nottingham Advisors
New York
$225K -$27 -1 -0%
GBFP
925
Golden Bell Financial Planning
Georgia
$224K – – –