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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Palisade Asset Management
Minnesota
$1.19M
CWM
302
Cedar Wealth Management
California
$1.18M +$519K +28,696 +86%
MS
303
Madden Securities
Texas
$1.18M +$1.12M +62,080 New
EWM
304
Empirical Wealth Management
Washington
$1.18M -$353K -19,524 -24%
BCM
305
Boltwood Capital Management
California
$1.18M +$436K +24,076 +63%
AG
306
Advisor Group
Arizona
$1.17M +$185K +10,240 +20%
BIA
307
Bigelow Investment Advisors
Maine
$1.15M +$70.2K +3,880 +7%
JMPWA
308
JP Morgan Private Wealth Advisors
California
$1.14M +$2.1K +116 +0.2%
RC
309
Roundview Capital
New Jersey
$1.13M +$18.8K +1,040 +2%
3C
310
361 Capital
Colorado
$1.13M +$239K +13,184 +28%
CA
311
Cambridge Advisors
Nebraska
$1.12M -$18.7K -1,032 -2%
PWM
312
Perigon Wealth Management
California
$1.12M +$661K +36,556 +159%
AFP
313
Ausdal Financial Partners
Iowa
$1.12M -$21.9K -1,208 -2%
B
314
Brightworth
Georgia
$1.11M -$64.6K -3,572 -6%
ECG
315
EPIQ Capital Group
California
$1.11M +$1.06M +58,736 New
AAS
316
Avantax Advisory Services
Texas
$1.11M +$684K +37,776 +183%
MCM
317
Mengis Capital Management
Oregon
$1.08M -$9.41K -520 -0.9%
LA
318
LVW Advisors
New York
$1.07M +$239K +13,216 +30%
DSC
319
Duncker Streett & Co
Missouri
$1.05M +$30.9K +1,708 +3%
WAM
320
Wakefield Asset Management
Colorado
$1.03M +$7.38K +408 +0.8%
ECG
321
Edge Capital Group
Georgia
$1.02M +$579 +32 +0.1%
SG
322
StoneX Group
New York
$1.02M +$305K +16,836 +46%
YAL
323
Your Advocates Ltd
Texas
$1.02M +$972K +53,704 New
BAM
324
Belpointe Asset Management
Nevada
$1.01M +$12.4K +688 +1%
ASW
325
Astoria Strategic Wealth
Texas
$1.01M +$968K +53,468 New