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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
951
Wealthquest
Ohio
$253K +$261K +8,696 New
FC
952
Fusion Capital
South Carolina
$251K +$270 +9 +0.1%
CIA
953
Cascade Investment Advisors
Oregon
$251K – – –
EPAM
954
Evelyn Partners Asset Management
$249K -$8.75K -292 -3%
JPWM
955
Jamison Private Wealth Management
Georgia
$248K -$13.3K -445 -5%
RWM
956
Revisor Wealth Management
Ohio
$248K – – –
BBHC
957
Brown Brothers Harriman & Co
New York
$248K – – –
CIA
958
Compass Ion Advisors
Pennsylvania
$247K +$21.6K +720 +9%
2L
959
25 LLC
Missouri
$247K +$9.2K +307 +4%
LCC
960
Lincoln Capital Corp
Rhode Island
$247K -$2.01K -67 -0.8%
HCMT
961
Highland Capital Management (Tennessee)
Tennessee
$247K +$42K +1,400 +20%
HWM
962
Horizons Wealth Management
North Carolina
$245K – – –
GPWM
963
Grant Private Wealth Management
California
$245K +$3.15K +105 +1%
AT
964
American Trust
Kentucky
$244K -$117K -3,892 -32%
HNB
965
Huntington National Bank
Ohio
$244K – – –
CGFA
966
Colton Groome Financial Advisors
North Carolina
$242K – – –
SSCA
967
South Shore Capital Advisors
Massachusetts
$241K +$248K +8,283 New
GKWIM
968
Gerber Kawasaki Wealth & Investment Management
California
$240K +$29.8K +993 +14%
CAM
969
Clark Asset Management
New Hampshire
$239K -$29K -968 -11%
TWM
970
Triton Wealth Management
Arizona
$239K -$26K -867 -10%
CWM
971
CCG Wealth Management
California
$239K +$246K +8,202 New
KeyBank National Association
972
KeyBank National Association
Ohio
$238K -$55.1K -1,837 -18%
BIM
973
Baldwin Investment Management
Pennsylvania
$237K +$60 +2 +0%
BFO
974
Biltmore Family Office
North Carolina
$237K – – –
PPF
975
Pacific Park Financial
California
$236K +$23.7K +792 +11%