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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
401
Kestra Advisory Services
Texas
$868K -$3.93M -187,778 -80%
GCA
402
Gradient Capital Advisors
California
$863K -$209 -10 -0%
WCWM
403
Wooster Corthell Wealth Management
Connecticut
$862K -$43.1K -2,062 -4%
ZF
404
Zhang Financial
Michigan
$861K +$1.67K +80 +0.2%
MG
405
MilWealth Group
Wisconsin
$858K -$845K -40,408 -47%
MCM
406
Mitchell Capital Management
Kansas
$857K -$3.31K -158 -0.3%
BCM
407
Boltwood Capital Management
California
$855K +$71K +3,396 +8%
KWM
408
Kingsview Wealth Management
Oregon
$846K -$42.8K -2,046 -4%
CAM
409
Cozad Asset Management
Illinois
$839K -$10.9K -520 -1%
CC
410
Callan Capital
California
$826K -$65.2K -3,116 -7%
WIC
411
Woodmont Investment Counsel
Tennessee
$825K +$5.61K +268 +0.6%
RC
412
Roundview Capital
New Jersey
$820K +$6.44K +308 +0.7%
FNBT
413
FineMark National Bank & Trust
Florida
$818K -$9.96K -476 -1%
CAG
414
Csenge Advisory Group
Florida
$799K +$106K +5,054 +14%
IF
415
Ironwood Financial
Arizona
$796K -$59K -2,820 -6%
CWM
416
Cedar Wealth Management
California
$792K +$100K +4,796 +13%
CAAM
417
Cornerstone Advisors Asset Management
Pennsylvania
$789K +$75.2K +3,594 +9%
BAM
418
Belpointe Asset Management
Nevada
$789K -$14.7K -702 -2%
PSIWM
419
Paradigm Strategies in Wealth Management
Minnesota
$788K -$64.7K -3,094 -7%
WWP
420
WR Wealth Planners
Missouri
$785K -$47.4K -2,264 -5%
EAM
421
Evanson Asset Management
California
$785K -$6.78K -324 -0.8%
BI
422
Blooom Inc
Kansas
$784K +$37.7K +1,802 +5%
MLA
423
My Legacy Advisors
Oregon
$783K -$351K -16,770 -29%
OCG
424
Opus Capital Group
Ohio
$779K -$19.4K -928 -2%
FWP
425
FAS Wealth Partners
Kansas
$774K -$13.5K -644 -2%