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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$1.49M +$73.7K +4,920 +6%
YWP
227
YorkBridge Wealth Partners
New York
$1.46M +$134K +8,924 +11%
WDL
228
Well Done LLC
Michigan
$1.45M +$1.33M +88,700 New
DCM
229
Davis Capital Management
Florida
$1.43M -$10.3K -688 -0.8%
IAN
230
Integrated Advisors Network
Texas
$1.43M +$146K +9,748 +13%
ML
231
McAdam LLC
Pennsylvania
$1.43M -$55K -3,672 -4%
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.42M -$297K -19,808 -19%
TSWM
233
Triangle Securities Wealth Management
North Carolina
$1.42M +$79.6K +5,316 +7%
HWMG
234
Hurlow Wealth Management Group
Indiana
$1.41M -$844K -56,388 -39%
DAS
235
Dynamic Advisor Solutions
Arizona
$1.41M +$946K +63,156 +276%
AAS
236
Avantax Advisory Services
Texas
$1.4M -$1.28M -85,364 -50%
NIM
237
Nicollet Investment Management
Minnesota
$1.4M
AIA
238
Arcadia Investment Advisors
Idaho
$1.39M -$41K -2,740 -3%
LWAC
239
Laurel Wealth Advisors (California)
California
$1.38M -$76.7K -5,120 -6%
AFP
240
Ausdal Financial Partners
Iowa
$1.38M +$278K +18,584 +28%
CNFG
241
Creegan & Nassoura Financial Group
New Hampshire
$1.36M -$38K -2,540 -3%
CAN
242
Cetera Advisor Networks
California
$1.35M +$203K +13,560 +20%
FC
243
FCA Corp
Texas
$1.35M -$90.6K -6,048 -7%
MS
244
Madden Securities
Texas
$1.35M +$1.24M +82,692 New
AWM
245
Avior Wealth Management
Nebraska
$1.35M -$237K -15,832 -16%
Stifel Financial
246
Stifel Financial
Missouri
$1.35M +$3K +200 +0.2%
GCA
247
Gradient Capital Advisors
California
$1.33M -$270K -18,028 -18%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$1.32M -$45K -3,008 -4%
HA
249
HC Advisors
Georgia
$1.31M +$1.2M +80,184 New
AIP
250
Almanack Investment Partners
Pennsylvania
$1.3M -$4.58M -305,820 -79%