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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dakota Wealth Management
Florida
$2.31M -$30.8K -933 -1%
EFG
402
Everhart Financial Group
Ohio
$2.31M -$245K -7,427 -10%
WFA
403
WJ Financial Advisors
Connecticut
$2.31M -$13.9K -420 -0.7%
VCP
404
Vista Capital Partners
Oregon
$2.3M -$2.02K -61 -0.1%
ACA
405
Atlas Capital Advisors
Wyoming
$2.3M +$94.6K +2,864 +5%
KLI
406
Kelman-Lazarov Inc
Tennessee
$2.25M -$74.4K -2,252 -3%
PAS
407
Park Avenue Securities
New York
$2.24M +$119K +3,590 +6%
DSC
408
Duncker Streett & Co
Missouri
$2.24M -$925 -28 -0%
BSCCG
409
Blue Sky Capital Consultants Group
California
$2.24M +$398K +12,041 +24%
BWM
410
BankPlus Wealth Management
Mississippi
$2.21M +$249K +7,542 +14%
WPC
411
Wedmont Private Capital
Pennsylvania
$2.19M +$229K +6,940 +12%
JFG
412
JMG Financial Group
Illinois
$2.18M +$128K +3,887 +7%
NFTC
413
North Forty Two & Co
Oregon
$2.18M +$46.3K +1,400 +2%
MWP
414
Moller Wealth Partners
$2.16M -$163K -4,921 -8%
AWA
415
Argos Wealth Advisors
California
$2.16M +$297 +9 +0%
CWM
416
Clearview Wealth Management
California
$2.13M -$33.4K -1,012 -2%
JC
417
JM2 Capital
Oklahoma
$2.13M +$24.8K +750 +1%
MCM
418
Mendel Capital Management
Arkansas
$2.13M -$20.8K -628 -1%
KJWM
419
Kiley Juergens Wealth Management
Washington
$2.12M -$31.5K -953 -2%
CSF
420
Capital Squared Financial
Maryland
$2.12M +$158K +4,790 +9%
PWA
421
Principia Wealth Advisory
Texas
$2.12M -$10.6K -320 -0.5%
FWA
422
FSM Wealth Advisors
Ohio
$2.11M -$518K -15,681 -21%
ASN
423
Advisory Services Network
Georgia
$2.11M -$663K -20,067 -26%
NGA
424
Naples Global Advisors
Florida
$2.11M +$72.9K +2,205 +4%
ML
425
McAdam LLC
Pennsylvania
$2.11M -$790K -23,901 -29%