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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Adams Wealth Management
Utah
$3.85M +$40.5K +1,523 +1%
CI
227
CacheTech Inc
Utah
$3.85M +$40.5K +1,523 +1%
PAI
228
Pittenger & Anderson Inc
Nebraska
$3.77M -$34.1K -1,282 -0.9%
Lido Advisors
229
Lido Advisors
California
$3.77M +$534K +20,060 +16%
JWS
230
Juncture Wealth Strategies
Arizona
$3.74M -$71K -2,670 -2%
FVWA
231
Foster Victor Wealth Advisors
South Carolina
$3.73M +$3.74M +140,400 New
IAA
232
Independent Advisor Alliance
North Carolina
$3.71M +$3.61M +135,628 +1,727%
CAAM
233
Cornerstone Advisors Asset Management
Pennsylvania
$3.71M +$5.38K +202 +0.1%
FA
234
FF Advisors
California
$3.68M -$4.05M -152,068 -53%
Wealthfront Advisers
235
Wealthfront Advisers
California
$3.64M +$382K +14,339 +11%
BFG
236
Berger Financial Group
Minnesota
$3.63M -$81.6K -3,068 -2%
MWM
237
Mission Wealth Management
California
$3.61M -$691K -25,988 -16%
LCM
238
Leisure Capital Management
California
$3.59M +$75.6K +2,842 +2%
RWP
239
RWA Wealth Partners
Massachusetts
$3.57M +$4.98K +187 +0.1%
LA
240
LVW Advisors
New York
$3.55M -$65.3K -2,454 -2%
PMG
241
ProVise Management Group
Florida
$3.5M -$341K -12,805 -9%
PP
242
PrairieView Partners
Minnesota
$3.47M -$396K -14,897 -10%
CIP
243
Capital Insight Partners
Arizona
$3.47M +$12K +450 +0.3%
CB
244
Community Bank
New York
$3.46M -$43.2K -1,624 -1%
KF
245
K2 Financial
California
$3.46M +$3.6M +135,253 New
WA
246
Wealth Architects
California
$3.45M -$3.09K -116 -0.1%
PWM
247
Perigon Wealth Management
California
$3.44M -$18.3K -687 -0.5%
OF
248
Outfitter Financial
Maine
$3.42M -$22.1K -830 -0.6%
DFA
249
DHJJ Financial Advisors
Illinois
$3.42M -$96.6K -3,631 -3%
NB
250
NBT Bank
New York
$3.42M -$55.6K -2,089 -2%