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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$3.65M -$219K -9,248 -6%
SF
227
Safeguard Financial
Wisconsin
$3.62M +$191K +8,062 +6%
AI
228
Atria Investments
North Carolina
$3.56M -$95.8K -4,040 -3%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$3.54M +$2.51M +105,886 +244%
LPAM
230
Lodestar Private Asset Management
California
$3.52M +$13.9K +588 +0.4%
JWM
231
JPL Wealth Management
Colorado
$3.5M +$437K +18,450 +14%
SCP
232
Stevens Capital Partners
Nebraska
$3.41M +$303K +12,794 +10%
KHC
233
Koesten Hirschmann & Crabtree
Kansas
$3.39M
CAAM
234
Cornerstone Advisors Asset Management
Pennsylvania
$3.38M -$1.52K -64 -0%
FA
235
FF Advisors
California
$3.37M -$2.65K -112 -0.1%
NB
236
NBT Bank
New York
$3.36M -$18.9K -798 -0.6%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$3.33M -$458K -19,324 -12%
RWP
238
RWA Wealth Partners
Massachusetts
$3.32M -$223K -9,402 -6%
CB
239
Community Bank
New York
$3.31M -$61.9K -2,610 -2%
American Century Companies
240
American Century Companies
Missouri
$3.3M +$557K +23,502 +20%
AWM
241
Adams Wealth Management
Utah
$3.28M +$131K +5,508 +4%
CI
242
CacheTech Inc
Utah
$3.28M +$3.28M +138,286 New
Lido Advisors
243
Lido Advisors
California
$3.28M -$267K -11,262 -8%
DWM
244
Destination Wealth Management
California
$3.25M -$67.5K -2,848 -2%
Comerica Bank
245
Comerica Bank
Texas
$3.23M +$16.1K +678 +0.5%
CIP
246
Capital Insight Partners
Arizona
$3.22M -$2.89K -122 -0.1%
ECM
247
Exchange Capital Management
Michigan
$3.22M -$512K -21,596 -14%
DFA
248
DHJJ Financial Advisors
Illinois
$3.21M -$84.5K -3,566 -3%
OF
249
Outfitter Financial
Maine
$3.19M +$28.2K +1,190 +0.9%
WA
250
Wealth Architects
California
$3.16M