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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
JPL Wealth Management
Colorado
$3.18M +$548K +23,394 +22%
PFWA
252
Paces Ferry Wealth Advisors
Georgia
$3.12M -$1.47M -62,756 -33%
HG
253
Harbor Group
New Hampshire
$3.08M -$20.8K -886 -0.7%
IWM
254
IHT Wealth Management
Illinois
$3.06M +$847K +36,144 +41%
CCWA
255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M -$4.25M -181,622 -60%
SM
256
Sensible Money
Arizona
$3.04M -$98.3K -4,196 -3%
WA
257
Waverly Advisors
Alabama
$3.03M +$2.89M +123,246 New
B
258
Bensler
Washington
$3.03M -$614K -26,200 -18%
PFA
259
Petra Financial Advisors
Colorado
$3.01M -$35.7K -1,524 -1%
PA
260
Pinnacle Associates
New York
$3.01M -$18.8K -802 -0.7%
VCM
261
Vivaldi Capital Management
Illinois
$2.98M +$196K +8,370 +7%
RSWM
262
Robertson Stephens Wealth Management
California
$2.98M +$16K +682 +0.6%
BP
263
Broadleaf Partners
Ohio
$2.93M +$116K +4,944 +4%
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$2.91M +$1.84M +78,558 +199%
VCM
265
Vision Capital Management
Oregon
$2.9M -$3.33K -142 -0.1%
SAM
266
Smithbridge Asset Management
Pennsylvania
$2.86M +$14.5K +620 +0.5%
EW
267
Element Wealth
Mississippi
$2.86M -$7.4K -316 -0.3%
American Century Companies
268
American Century Companies
Missouri
$2.84M +$1.52M +64,746 +128%
MAS
269
Meeder Advisory Services
Ohio
$2.82M +$53.1K +2,266 +2%
GG
270
Gleason Group
Kentucky
$2.8M +$89K +3,800 +3%
ACM
271
Arcataur Capital Management
Wisconsin
$2.76M -$22.2K -946 -0.8%
LFG
272
Larson Financial Group
Missouri
$2.75M -$332K -14,162 -11%
PFT
273
Providence First Trust
Arizona
$2.72M
CWM
274
Cedar Wealth Management
California
$2.71M +$158K +6,740 +7%
KAS
275
Kestra Advisory Services
Texas
$2.71M +$203K +8,664 +9%