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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$1.96M -$1.02M -40,196 -34%
GSIS
302
Global Strategic Investment Solutions
Arizona
$1.96M +$25.3K +996 +1%
CNFG
303
Creegan & Nassoura Financial Group
New Hampshire
$1.95M
PWM
304
Perigon Wealth Management
California
$1.95M +$21.2K +836 +1%
SG
305
StoneX Group
New York
$1.94M +$873K +34,396 +80%
ML
306
McAdam LLC
Pennsylvania
$1.93M -$87.7K -3,452 -4%
Wealthfront Advisers
307
Wealthfront Advisers
California
$1.88M +$716K +28,192 +60%
DAS
308
Dynamic Advisor Solutions
Arizona
$1.86M +$326K +12,840 +21%
VCM
309
Vivaldi Capital Management
Illinois
$1.85M +$77.1K +3,036 +4%
CFS
310
CRA Financial Services
New Jersey
$1.83M +$116K +4,556 +7%
AWM
311
Avior Wealth Management
Nebraska
$1.82M -$96.6K -3,804 -5%
FTUS
312
Flow Traders U.S.
New York
$1.82M +$1.85M +72,884 New
SWM
313
Spire Wealth Management
Virginia
$1.78M -$86.1K -3,392 -5%
Susquehanna International Group
314
Susquehanna International Group
Pennsylvania
$1.77M -$136K -5,336 -7%
Lido Advisors
315
Lido Advisors
California
$1.76M -$51.8K -2,040 -3%
BWL
316
Bogart Wealth LLC
Virginia
$1.75M -$122K -4,792 -6%
BAM
317
Baldrige Asset Management
Pennsylvania
$1.75M -$7.42K -292 -0.4%
BAM
318
Berkshire Asset Management
Pennsylvania
$1.74M +$168K +6,628 +11%
BP
319
BCK Partners
New York
$1.69M -$112K -4,424 -6%
PA
320
Parallel Advisors
California
$1.69M -$187K -7,356 -10%
HWMG
321
Hurlow Wealth Management Group
Indiana
$1.68M -$10.4K -408 -0.6%
CMBA
322
C.M. Bidwell & Associates
Hawaii
$1.67M -$34K -1,340 -2%
MWM
323
Meridian Wealth Management
Kentucky
$1.66M -$8.84K -348 -0.5%
GW
324
GW & Wade
Massachusetts
$1.65M +$1.67M +65,856 New
AIM
325
Aspen Investment Management
Michigan
$1.64M -$20.1K -792 -1%