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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
326
Oakwell Private Wealth Management
Texas
$1.56M -$7.64K -348 -0.5%
JWS
327
Juncture Wealth Strategies
Arizona
$1.56M -$58K -2,642 -3%
CAG
328
Curtis Advisory Group
California
$1.55M -$1.12M -50,830 -40%
WMWM
329
Whitaker-Myers Wealth Managers
Ohio
$1.55M -$383K -17,448 -19%
PWM
330
Paulson Wealth Management
Illinois
$1.54M -$31.2K -1,424 -2%
AAS
331
Avantax Advisory Services
Texas
$1.53M +$147K +6,708 +10%
VAF
332
Values Added Financial
District of Columbia
$1.53M +$74.7K +3,404 +5%
BCM
333
Boltwood Capital Management
California
$1.51M +$99.6K +4,540 +7%
MWP
334
Moller Wealth Partners
$1.5M -$25.5K -1,162 -2%
AIA
335
Armor Investment Advisors
North Carolina
$1.5M -$106K -4,836 -6%
SCP
336
Stevens Capital Partners
Nebraska
$1.49M -$13.5K -616 -0.9%
AIM
337
Aspen Investment Management
Michigan
$1.47M +$106K +4,814 +7%
CFS
338
CRA Financial Services
New Jersey
$1.46M -$47.4K -2,162 -3%
CF
339
Cantor Fitzgerald
New York
$1.45M -$75.7K -3,450 -5%
DSC
340
Duncker Streett & Co
Missouri
$1.44M +$571 +26 +0%
KAS
341
Kestra Advisory Services
Texas
$1.44M -$93K -4,240 -6%
AFAS
342
Acorn Financial Advisory Services
Virginia
$1.43M +$49.6K +2,260 +3%
SIG
343
Spinnaker Investment Group
California
$1.43M -$84.8K -3,864 -5%
HWMG
344
Hurlow Wealth Management Group
Indiana
$1.43M -$14.4K -654 -0.9%
LCM
345
Liberty Capital Management
Michigan
$1.43M +$32.6K +1,484 +2%
SDWMA
346
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.41M -$78.3K -3,570 -5%
EFS
347
Econ Financial Services
Pennsylvania
$1.41M -$955K -43,514 -39%
AIA
348
Arcadia Investment Advisors
Idaho
$1.4M -$21.6K -984 -1%
CIA
349
Cape Investment Advisory
Georgia
$1.38M +$12.5K +568 +0.9%
MCM
350
Mainstay Capital Management
Michigan
$1.35M -$126K -5,736 -8%