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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
901
Parkshore Wealth Management
California
$287K -$13.5K -450 -4%
RPA
902
Rock Point Advisors
Vermont
$286K -$3.6K -120 -1%
OFA
903
Orographic Financial Advisors
Colorado
$286K +$295K +9,847 New
CSI
904
Cross Staff Investments
New York
$284K – – –
VWM
905
Vermillion Wealth Management
Minnesota
$284K -$2.49K -83 -0.8%
GSWM
906
Golden State Wealth Management
California
$284K -$1.14K -38 -0.4%
FL
907
FreeGulliver LLC
Louisiana
$283K +$34.5K +1,150 +13%
CGA
908
Crescent Grove Advisors
Illinois
$283K – – –
EFG
909
Everest Financial Group
Minnesota
$282K +$291K +9,710 New
MCM
910
Mainstay Capital Management
Michigan
$282K – – –
JIC
911
Joel Isaacson & Co
New York
$282K +$7.46K +249 +3%
BIG
912
Builder Investment Group
Georgia
$282K -$25.8K -860 -8%
CPA
913
Cathy Pareto & Associates
Florida
$281K +$270 +9 +0.1%
Vanguard National Trust
914
Vanguard National Trust
Pennsylvania
$280K +$289K +9,642 New
PCMC
915
Paragon Capital Management (Colorado)
Colorado
$280K – – –
FFA
916
First Foundation Advisors
California
$279K – – –
LI
917
Lafayette Investments
Maryland
$279K – – –
CA
918
Capital Advantage
California
$278K -$7.67K -256 -3%
BWP
919
BSW Wealth Partners
Colorado
$278K -$2.64K -88 -0.9%
S
920
Sachetta
Massachusetts
$278K +$15.8K +526 +6%
CWM
921
Castle Wealth Management
Florida
$277K – – –
PPWM
922
Perissos Private Wealth Management
Oklahoma
$277K +$120 +4 +0%
SHA
923
Seneca House Advisors
Virginia
$276K -$20.7K -691 -7%
AW
924
Alteri Wealth
California
$275K +$17.7K +590 +7%
BC
925
Barnett & Company
Tennessee
$274K +$3.87K +129 +1%