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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
376
Meridian Wealth Partners
Pennsylvania
$716K +$685K +37,868 New
NC
377
NovaPoint Capital
Georgia
$710K +$680K +37,552 New
MF
378
Manchester Financial
California
$708K +$2.17K +120 +0.3%
BFPW
379
BOK Financial Private Wealth
Colorado
$707K -$15.3K -848 -2%
BAM
380
Barrett Asset Management
New York
$694K +$3.69K +204 +0.6%
MCM
381
Mitchell Capital Management
Kansas
$694K +$39.2K +2,164 +6%
FWM
382
Frontier Wealth Management
Missouri
$692K -$2.75K -152 -0.4%
HA
383
HC Advisors
Georgia
$692K +$662K +36,612 New
AFAS
384
Acorn Financial Advisory Services
Virginia
$689K +$663K +36,620 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$688K -$12.2K -676 -2%
LWMM
386
Legacy Wealth Management (Mississippi)
Mississippi
$686K +$656K +36,280 New
FCM
387
Firestone Capital Management
Florida
$671K +$642K +35,480 New
CA
388
Capital Advantage
California
$661K -$86.1K -4,760 -12%
VHAM
389
Van Hulzen Asset Management
California
$656K -$18.7K -1,036 -3%
RCA
390
Reitz Capital Advisors
Michigan
$653K -$2.53K -140 -0.4%
PSF
391
Pacific Sun Financial
California
$652K -$12.3K -680 -2%
TSWM
392
Triangle Securities Wealth Management
North Carolina
$652K +$125K +6,912 +25%
FC
393
Fusion Capital
South Carolina
$652K +$624K +34,460 New
EK
394
Evensky & Katz
Florida
$650K -$2.39M -132,048 -79%
BF
395
BOK Financial
Oklahoma
$649K -$79.9K -4,416 -11%
WIA
396
Wealthstreet Investment Advisors
Texas
$645K +$17.4K +960 +3%
SWP
397
Stratos Wealth Partners
Ohio
$627K -$31.7K -1,752 -5%
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$626K +$2.46K +136 +0.4%
JWM
399
Janiczek Wealth Management
Colorado
$625K -$75.8K -4,188 -11%
WWM
400
Windsor Wealth Management
Indiana
$623K -$84K -4,644 -12%