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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
351
Independent Solutions Wealth Management
New York
$1.78M -$192K -9,094 -11%
KF
352
Krilogy Financial
Missouri
$1.77M -$155K -7,370 -9%
TW
353
Transform Wealth
Colorado
$1.76M -$1.04M -49,326 -40%
SFC
354
Strategic Financial Concepts
Texas
$1.74M -$1.51M -71,730 -49%
UAG
355
United Advisor Group
Ohio
$1.71M +$1.52M +72,128 New
AIM
356
Aspen Investment Management
Michigan
$1.71M +$26K +1,232 +2%
RAG
357
RIA Advisory Group
Iowa
$1.7M +$1.27M +60,350 New
PWM
358
Paulson Wealth Management
Illinois
$1.69M -$62.7K -2,974 -4%
VVP
359
Venture Visionary Partners
Ohio
$1.66M +$1.09M +51,756 +277%
BCI
360
Brinker Capital Investments
Pennsylvania
$1.65M -$429K -20,344 -22%
OPS
361
Orion Portfolio Solutions
Nebraska
$1.65M -$429K -20,344 -22%
DSC
362
Duncker Streett & Co
Missouri
$1.64M +$759 +36 +0.1%
OPWM
363
Oakwell Private Wealth Management
Texas
$1.64M -$127K -6,034 -8%
SWP
364
Stratos Wealth Partners
Ohio
$1.63M +$736K +34,936 +102%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$1.63M +$649K +30,786 +81%
HWMG
366
Hurlow Wealth Management Group
Indiana
$1.62M -$4.3K -204 -0.3%
CFS
367
CRA Financial Services
New Jersey
$1.62M -$38.3K -1,818 -3%
NP
368
NorthRock Partners
Minnesota
$1.61M +$276K +13,114 +24%
FG
369
Foster Group
Iowa
$1.61M
SDWMA
370
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.61M
CWM
371
Campbell Wealth Management
Virginia
$1.59M +$171K +8,106 +14%
AIA
372
Arcadia Investment Advisors
Idaho
$1.58M -$13.7K -650 -1%
CHA
373
Cooper/Haims Advisors
New York
$1.58M -$259K -12,286 -16%
EFS
374
Econ Financial Services
Pennsylvania
$1.57M -$27.9K -1,322 -2%
CIA
375
Cape Investment Advisory
Georgia
$1.56M -$13.5K -640 -1%