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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Cape Investment Advisory
Georgia
$1.57M -$26.2K -1,054 -2%
RWA
377
Redhawk Wealth Advisors
Minnesota
$1.56M -$22.5K -908 -1%
SEM
378
Strategic Equity Management
Arizona
$1.55M +$753K +30,336 +101%
ACG
379
Allen Capital Group
Nebraska
$1.55M +$72.3K +2,912 +5%
AAS
380
Asset Allocation Strategies
Michigan
$1.54M +$1.23M +49,722 +492%
SIA
381
Sage Investment Advisers
New York
$1.53M +$66.8K +2,690 +5%
CWM
382
Cedar Wealth Management
California
$1.52M +$68K +2,738 +5%
MIA
383
Milestone Investment Advisors
Wisconsin
$1.52M
GWM
384
Greenhouse Wealth Management
Connecticut
$1.51M +$1.84K +74 +0.1%
PA
385
PFG Advisors
Arizona
$1.48M +$57.2K +2,302 +4%
FPAS
386
Focus Partners Advisor Solutions
Missouri
$1.47M -$130K -5,254 -8%
EWM
387
Elmwood Wealth Management
California
$1.46M +$2.48K +100 +0.2%
IWMA
388
Ironwood Wealth Management (Arizona)
Arizona
$1.45M -$15K -604 -1%
PIA
389
Panoramic Investment Advisors
Colorado
$1.45M +$1.39M +56,156 New
PWW
390
Pettyjohn Wood & White
Virginia
$1.43M
BAM
391
Belpointe Asset Management
Nevada
$1.43M +$121K +4,862 +10%
ATI
392
ARK & TLK Investments
Oklahoma
$1.42M
Jane Street
393
Jane Street
New York
$1.42M +$1.07M +43,178 +366%
CA
394
Cambridge Advisors
Nebraska
$1.41M -$10.9K -440 -0.8%
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$1.41M -$63.5K -2,558 -4%
PSCM
396
Per Stirling Capital Management
Texas
$1.41M -$8.54K -344 -0.6%
NHC
397
Nicholas Hoffman & Company
Georgia
$1.4M +$7.9K +318 +0.6%
CHA
398
Cooper/Haims Advisors
New York
$1.4M -$4.42K -178 -0.3%
BP
399
BCK Partners
New York
$1.4M -$17K -686 -1%
BPWM
400
Badgley Phelps Wealth Managers
Washington
$1.4M -$19.6K -788 -1%