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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
976
Zacks Investment Management
Illinois
$235K +$242K +8,071 New
NA
977
Nottingham Advisors
New York
$235K – – –
GBFP
978
Golden Bell Financial Planning
Georgia
$234K – – –
FW
979
Fairway Wealth
Ohio
$234K +$78.9K +2,631 +49%
MCM
980
Mitchell Capital Management
Kansas
$233K +$3.12K +104 +1%
AV
981
Aspiring Ventures
Ohio
$232K -$3.84K -128 -2%
SAM
982
Stembrook Asset Management
New Jersey
$232K -$2.64K -88 -1%
WA
983
WPG Advisers
Maryland
$231K -$21.8K -727 -8%
HWM
984
Heirloom Wealth Management
Colorado
$231K -$82.1K -2,738 -26%
PMG
985
Private Management Group
California
$230K – – –
MNA
986
Manning & Napier Advisors
New York
$230K -$510 -17 -0.2%
RIA
987
Regal Investment Advisors
Michigan
$230K -$51.5K -1,718 -18%
GWM
988
GSB Wealth Management
Connecticut
$229K -$689 -23 -0.3%
SFS
989
Strategic Financial Services
New York
$229K – – –
HFP
990
Holistic Financial Partners
Indiana
$228K -$11.1K -370 -5%
AWP
991
Astra Wealth Partners
New Jersey
$228K – – –
ACM
992
Appalachian Capital Management
Ohio
$228K +$300 +10 +0.1%
SQA
993
Simon Quick Advisors
New Jersey
$227K -$450 -15 -0.2%
CWA
994
Continuum Wealth Advisors
New York
$226K – – –
SG
995
StoneX Group
New York
$226K -$404K -13,474 -63%
AA
996
Ancora Advisors
Ohio
$225K +$12.5K +417 +6%
ACA
997
Affinity Capital Advisors
California
$225K +$232K +7,746 New
NSIM
998
North Star Investment Management
Illinois
$225K -$7.34K -245 -3%
AFP
999
ATLas Financial Planning
Georgia
$224K +$60 +2 +0%
AL
1000
ADE LLC
Maryland
$224K – – –