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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
351
Kiley Juergens Wealth Management
Washington
$1.06M +$949K +47,656 New
EWM
352
Evermay Wealth Management
Virginia
$1.03M -$30.3K -1,520 -3%
LCM
353
Liberty Capital Management
Michigan
$1.02M +$916K +46,028 New
CAM
354
Cresset Asset Management
Illinois
$1.01M +$905K +45,440 New
BlackRock
355
BlackRock
New York
$1M -$45.6K -2,292 -5%
FSWA
356
Financial Synergies Wealth Advisors
Texas
$993K -$927K -46,536 -51%
Citadel Advisors
357
Citadel Advisors
Florida
$988K -$112K -5,640 -11%
TCM
358
Twele Capital Management
Minnesota
$976K -$63.6K -3,196 -7%
APA
359
American Portfolios Advisors
New York
$974K +$113K +5,676 +15%
BWL
360
Bogart Wealth LLC
Virginia
$970K +$303K +15,240 +54%
MG
361
MilWealth Group
Wisconsin
$968K -$39.6K -1,988 -4%
WIC
362
Woodmont Investment Counsel
Tennessee
$967K -$19.5K -980 -2%
AWA
363
Arete Wealth Advisors
Illinois
$967K +$548K +27,520 +172%
RC
364
Roundview Capital
New Jersey
$958K
IFS
365
Ifrah Financial Services
Arkansas
$953K -$23.6K -1,184 -3%
FNBT
366
FineMark National Bank & Trust
Florida
$951K +$2.15K +108 +0.3%
CI
367
Cordant Inc
Oregon
$925K +$61K +3,064 +8%
TFA
368
Teamwork Financial Advisors
Texas
$922K -$161K -8,076 -16%
CAM
369
Cozad Asset Management
Illinois
$919K
FG
370
Foster Group
Iowa
$914K +$810K +40,692 New
OCG
371
Opus Capital Group
Ohio
$908K +$27.7K +1,392 +4%
CP
372
Camelot Portfolios
Ohio
$903K -$17.4K -872 -2%
NGA
373
Naples Global Advisors
Florida
$903K +$10.8K +544 +1%
CWS
374
Cypress Wealth Services
California
$889K +$796K +39,968 New
FWP
375
FAS Wealth Partners
Kansas
$879K -$1.54M -77,404 -66%