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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
PFG Advisors
Arizona
$2.89M -$4.25M -128,509 -62%
SFMG
352
Sage Financial Management Group
Virginia
$2.86M +$9.58K +290 +0.4%
CW
353
Code Waechter
Florida
$2.81M -$56.4K -1,706 -2%
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$2.79M -$118K -3,562 -4%
CA
355
Clearstead Advisors
Ohio
$2.78M -$12.1K -365 -0.5%
CH
356
CDKV Holdings
Colorado
$2.78M +$15.2K +461 +0.6%
HF
357
HRT Financial
New York
$2.78M +$2.54M +76,927 New
DCM
358
Dorato Capital Management
Colorado
$2.77M +$26.9K +814 +1%
AO
359
Advisor OS
Illinois
$2.76M +$91.7K +2,776 +4%
BFA
360
Bluestem Financial Advisors
Illinois
$2.74M -$61.1K -1,848 -2%
RSWM
361
Robertson Stephens Wealth Management
California
$2.73M +$24.2K +731 +1%
AIS
362
American Investment Services
Massachusetts
$2.73M -$30.2K -915 -1%
CBU
363
CIBC Bancorp USA
Illinois
$2.73M +$50.3K +1,521 +2%
HMS
364
Hanseatic Management Services
New Mexico
$2.72M -$82.7K -2,504 -3%
TWG
365
The Wealth Group
Minnesota
$2.7M +$694 +21 +0%
BWP
366
Balboa Wealth Partners
Arizona
$2.69M +$1.96M +59,252 +392%
AWE
367
Avidian Wealth Enterprises
Texas
$2.67M -$29.2K -884 -1%
PMG
368
ProVise Management Group
Florida
$2.67M -$678K -20,510 -22%
ATPW
369
Ashton Thomas Private Wealth
Arizona
$2.64M +$152K +4,614 +7%
JE
370
Jacobs Equity
Utah
$2.63M +$257K +7,792 +12%
SIA
371
Serenity Investment Advisors
Illinois
$2.63M -$52.4K -1,587 -2%
IWMA
372
Ironwood Wealth Management (Arizona)
Arizona
$2.63M -$637K -19,285 -21%
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$2.62M -$27.2K -824 -1%
EPM
374
Elm Partners Management
Pennsylvania
$2.6M +$57.1K +1,728 +2%
JWA
375
JFS Wealth Advisors
Pennsylvania
$2.59M +$363 +11 +0%