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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1026
Access Financial Services
Minnesota
$265K +$242K +7,330 New
BCM
1027
Becker Capital Management
Oregon
$265K – – –
RIL
1028
Rothschild Investment LLC
Illinois
$264K – – –
FIA
1029
FPC Investment Advisory
California
$264K -$65.8K -1,992 -20%
GWAM
1030
Guardian Wealth Advisors (Minnesota)
Minnesota
$262K +$3.57K +108 +2%
SIMC
1031
Squire Investment Management Company
Utah
$262K +$10.4K +314 +5%
DAS
1032
Daybright Advisory Services
Florida
$262K -$86K -2,602 -25%
VA
1033
VestGen Advisors
Illinois
$261K -$181K -5,484 -43%
GPWM
1034
Grant Private Wealth Management
California
$260K -$40K -1,209 -14%
SFO
1035
Stokes Family Office
Louisiana
$259K -$69.2K -2,095 -23%
BFM
1036
Broadview Financial Management
Wisconsin
$259K +$595 +18 +0.3%
DPI
1037
Diversified Portfolios Inc
Michigan
$258K -$16.7K -504 -7%
AIMC
1038
Alley Investment Management Company
Illinois
$257K -$363 -11 -0.2%
PAA
1039
Peregrine Asset Advisers
Oregon
$256K +$235K +7,097 New
DF
1040
Dunhill Financial
United Kingdom
$256K +$3.96K +120 +2%
UBS AM
1041
UBS AM
Illinois
$256K -$9.88M -299,044 -98%
TF
1042
Trek Financial
Arizona
$255K +$4K +121 +2%
KFA
1043
Kelleher Financial Advisors
New York
$255K -$149K -4,506 -39%
ML
1044
Mayport LLC
Massachusetts
$253K – – –
EWM
1045
Evercore Wealth Management
New York
$252K -$2.44K -74 -1%
SAM
1046
Smartleaf Asset Management
Massachusetts
$251K – – –
ABC
1047
Associated Banc-Corp
Wisconsin
$249K +$228K +6,892 New
CWS
1048
Confluence Wealth Services
Pennsylvania
$249K +$228K +6,891 New
FNBOH
1049
First National Bank of Hutchinson
Kansas
$247K +$226K +6,843 New
PWM
1050
PTM Wealth Management
United States
$246K +$694 +21 +0.3%