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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1051
Richardson Capital Management
Wisconsin
$183K +$270 +9 +0.1%
PB
1052
Pinnacle Bancorp
Nebraska
$180K -$15.8K -528 -8%
FPF
1053
First Pacific Financial
Washington
$179K -$19.8K -660 -10%
BH
1054
Burk Holdings
Oklahoma
$179K +$184K +6,151 New
PG
1055
Proffitt & Goodson
Tennessee
$168K -$7.79K -260 -4%
PWAM
1056
Private Wealth Asset Management
Iowa
$164K +$37.4K +1,247 +28%
PWA
1057
Portus Wealth Advisors
North Carolina
$155K -$179K -5,966 -53%
ACM
1058
Anfield Capital Management
California
$155K -$54.1K -1,806 -25%
KFI
1059
Key Financial Inc
Pennsylvania
$150K – – –
DF
1060
DecisionPoint Financial
Arizona
$146K – – –
WSFS
1061
Wilmington Savings Fund Society
Delaware
$145K – – –
MAFA
1062
MJT & Associates Financial Advisory
Minnesota
$145K -$30K -1,002 -17%
TIM
1063
Thompson Investment Management
Wisconsin
$141K -$24.9K -830 -15%
HIA
1064
Harbor Investment Advisory
Maryland
$139K +$570 +19 +0.4%
AW
1065
Avion Wealth
Texas
$134K – – –
RMP
1066
Richards, Merrill & Peterson
Washington
$132K – – –
HC
1067
Hurley Capital
New York
$131K +$30 +1 +0%
B
1068
Bayban
Minnesota
$128K – – –
SMA
1069
Sage Mountain Advisors
Georgia
$128K +$180 +6 +0.1%
FMII
1070
Farmers & Merchants Investments Inc
Nebraska
$125K – – –
CFP
1071
Comprehensive Financial Planning
Pennsylvania
$124K +$127K +4,248 New
BONH
1072
Bank of New Hampshire
New Hampshire
$121K -$30 -1 -0%
RDFA
1073
Ritter Daniher Financial Advisory
Ohio
$121K -$5.19K -173 -4%
BL
1074
BFSG LLC
California
$111K -$7.25K -242 -6%
GKIM
1075
GW&K Investment Management
Massachusetts
$107K +$150 +5 +0.1%