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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
376
Bensler
Washington
$1.64M -$374K -15,799 -20%
VCP
377
Vista Capital Partners
Oregon
$1.63M +$1.17M +49,309 +323%
OPWM
378
Oakwell Private Wealth Management
Texas
$1.63M +$4.92K +208 +0.3%
KLI
379
Kelman-Lazarov Inc
Tennessee
$1.62M +$1.11M +47,022 +279%
WIM
380
Warwick Investment Management
Texas
$1.61M +$259K +10,937 +21%
ECM
381
Exchange Capital Management
Michigan
$1.61M -$193K -8,172 -11%
FA
382
Financial Advisors
Massachusetts
$1.59M +$567 +24 +0%
SFWA
383
Summit Financial Wealth Advisors
Louisiana
$1.57M +$58.1K +2,459 +4%
DSC
384
Duncker Streett & Co
Missouri
$1.57M -$128K -5,429 -8%
CCM
385
Coldstream Capital Management
Washington
$1.56M -$117K -4,962 -7%
RWA
386
Redhawk Wealth Advisors
Minnesota
$1.55M +$37K +1,567 +3%
PSCM
387
Per Stirling Capital Management
Texas
$1.55M +$159K +6,708 +12%
OFS
388
Oldfather Financial Services
Nebraska
$1.54M +$388K +16,392 +37%
EWA
389
Exencial Wealth Advisors
Oklahoma
$1.52M +$2.48K +105 +0.2%
AIA
390
Arcadia Investment Advisors
Idaho
$1.51M -$12.5K -528 -0.9%
GWM
391
Greenhouse Wealth Management
Connecticut
$1.5M +$59.7K +2,525 +4%
State Farm Mutual Automobile Insurance
392
State Farm Mutual Automobile Insurance
Illinois
$1.49M +$882K +37,329 +175%
TC
393
Tenret Company
Florida
$1.48M +$1.38M +58,580 New
PWW
394
Pettyjohn Wood & White
Virginia
$1.46M -$11.8K -500 -0.9%
BWM
395
BNC Wealth Management
Oregon
$1.45M -$107K -4,543 -7%
BJL
396
Brighton Jones LLC
Washington
$1.44M +$84.4K +3,570 +7%
EF
397
Envision Financial
Wisconsin
$1.42M -$14.3K -607 -1%
MIA
398
Milestone Investment Advisors
Wisconsin
$1.41M -$201K -8,510 -13%
BPWM
399
Badgley Phelps Wealth Managers
Washington
$1.4M +$25.3K +1,070 +2%
CIA
400
Cape Investment Advisory
Georgia
$1.4M -$14.5K -614 -1%