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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Mitchell Capital Management
Kansas
$281K -$8.39K -254 -3%
AL
1002
ADE LLC
Maryland
$279K – – –
NSIM
1003
North Star Investment Management
Illinois
$277K -$2.21K -67 -0.9%
SAM
1004
Stembrook Asset Management
New Jersey
$277K -$9.71K -294 -4%
WAS
1005
Westco Advisory Services
New York
$277K – – –
HCWM
1006
Hidden Cove Wealth Management
Washington
$276K – – –
BHWM
1007
Beaird Harris Wealth Management
Texas
$276K – – –
IPA
1008
Investment Planning Advisors
Georgia
$276K – – –
VWM
1009
Vermillion Wealth Management
Minnesota
$275K -$70.8K -2,143 -22%
TSW
1010
Thompson Siegel & Walmsley
Virginia
$275K – – –
PIM
1011
Penobscot Investment Management
Massachusetts
$274K – – –
WA
1012
WPG Advisers
Maryland
$273K -$12K -364 -5%
NA
1013
Nottingham Advisors
New York
$273K – – –
UFA
1014
Unify Financial Advisors
Florida
$273K – – –
RIS
1015
Retirement Income Solutions
Michigan
$273K – – –
HIM
1016
Harbour Investment Management
Washington
$273K – – –
ESB
1017
Essex Savings Bank
Connecticut
$273K – – –
CCMG
1018
Clark Capital Management Group
Pennsylvania
$272K +$249K +7,525 New
AI
1019
Accredited Investors
Minnesota
$271K +$248K +7,508 New
ACM
1020
Appalachian Capital Management
Ohio
$271K -$10.9K -329 -4%
VA
1021
Vident Advisory
Georgia
$271K – – –
ZIM
1022
Zacks Investment Management
Illinois
$269K -$20.6K -624 -8%
OAP
1023
One Advisory Partners
Kansas
$268K – – –
CWA
1024
Clarity Wealth Advisors
California
$268K – – –
AA
1025
Alesco Advisors
New York
$268K -$7.73K -234 -3%