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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
951
AAFMAA Wealth Management & Trust
North Carolina
$320K – – –
CICC
952
Capital Investment Counsel (Colorado)
Colorado
$320K +$4.72K +143 +2%
HPA
953
High Probability Advisors
New York
$319K – – –
CCC
954
Compass Capital Corp
Massachusetts
$318K -$157K -4,757 -34%
GWCM
955
Godshalk Welsh Capital Management
Pennsylvania
$318K – – –
LPT
956
Legacy Private Trust
Wisconsin
$318K -$2.54K -77 -0.9%
MFA
957
Mayflower Financial Advisors
Massachusetts
$315K – – –
HWP
958
Highline Wealth Partners
California
$314K +$288K +8,701 New
2L
959
25 LLC
Missouri
$313K +$5.58K +169 +2%
FC
960
Fusion Capital
South Carolina
$312K +$661 +20 +0.2%
CIA
961
Cascade Investment Advisors
Oregon
$311K – – –
FPF
962
First Pacific Financial
Washington
$310K +$79.4K +2,402 +39%
JPWM
963
Jamison Private Wealth Management
Georgia
$309K +$595 +18 +0.2%
RWM
964
Revisor Wealth Management
Ohio
$308K – – –
BBHC
965
Brown Brothers Harriman & Co
New York
$308K – – –
HCMT
966
Highland Capital Management (Tennessee)
Tennessee
$307K – – –
LCC
967
Lincoln Capital Corp
Rhode Island
$307K – – –
TWM
968
Topsail Wealth Management
North Carolina
$305K +$33.7K +1,020 +14%
LA
969
Lifeworks Advisors
Michigan
$304K +$278K +8,404 New
SQA
970
Simon Quick Advisors
New Jersey
$303K +$19.5K +589 +8%
TWM
971
Triton Wealth Management
Arizona
$301K +$23.2K +702 +9%
OL
972
Owen LaRue
Kentucky
$301K +$276K +8,340 New
SSCA
973
South Shore Capital Advisors
Massachusetts
$301K +$1.72K +52 +0.6%
KOC
974
Koss-Olinger Consulting
Florida
$301K -$221K -6,684 -45%
CGFA
975
Colton Groome Financial Advisors
North Carolina
$300K – – –