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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
926
Strategic Blueprint
Georgia
$223K +$214K +7,997 New
KSWA
927
Kathleen S. Wright Associates
Pennsylvania
$223K -$7.41K -277 -3%
NSIM
928
North Star Investment Management
Illinois
$223K +$160 +6 +0.1%
PMG
929
Private Management Group
California
$221K +$212K +7,922 New
SWA
930
Sax Wealth Advisors
New Jersey
$221K +$211K +7,909 New
2L
931
25 LLC
Missouri
$221K +$211K +7,904 New
LA
932
LexAurum Advisors
Kansas
$220K -$18.7K -698 -8%
BC
933
Barnett & Company
Tennessee
$220K +$211K +7,874 New
SFS
934
Strategic Financial Services
New York
$219K +$210K +7,864 New
SQA
935
Simon Quick Advisors
New Jersey
$216K +$207K +7,751 New
AWP
936
Astra Wealth Partners
New Jersey
$216K +$207K +7,739 New
FBC
937
Fairfield, Bush & Co
Connecticut
$216K +$207K +7,737 New
AL
938
ADE LLC
Maryland
$215K +$206K +7,715 New
HCWM
939
Hidden Cove Wealth Management
Washington
$213K +$204K +7,646 New
BHWM
940
Beaird Harris Wealth Management
Texas
$212K – – –
QPWM
941
Quadrant Private Wealth Management
Pennsylvania
$211K +$202K +7,553 New
HIM
942
Harbour Investment Management
Washington
$211K +$202K +7,547 New
ESB
943
Essex Savings Bank
Connecticut
$210K +$202K +7,544 New
BBW
944
Blue Barn Wealth
Utah
$209K +$200K +7,489 New
TWM
945
Topsail Wealth Management
North Carolina
$207K – – –
JBW
946
Journey Beyond Wealth
Georgia
$206K +$198K +7,401 New
AIMC
947
Alley Investment Management Company
Illinois
$206K +$198K +7,396 New
BCM
948
Becker Capital Management
Oregon
$204K -$26.7K -1,000 -12%
PWM
949
PTM Wealth Management
United States
$204K +$193K +7,200 New
AA
950
Apriem Advisors
California
$203K +$195K +7,285 New