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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
401
Generation Capital Management
New York
$1.52M +$1.57M +58,878 New
WPA
402
West Paces Advisors
Georgia
$1.5M -$109K -4,079 -7%
EF
403
Envision Financial
Wisconsin
$1.49M +$1.54M +57,767 New
BJL
404
Brighton Jones LLC
Washington
$1.49M +$448K +16,823 +41%
PIA
405
Panoramic Investment Advisors
Colorado
$1.49M +$41K +1,540 +3%
PS
406
Planned Solutions
California
$1.47M -$4.72M -177,535 -76%
SFWA
407
Summit Financial Wealth Advisors
Louisiana
$1.47M +$695K +26,135 +89%
NA
408
Nestegg Advisors
New York
$1.45M +$1.45M +54,564 New
NCM
409
Northwest Capital Management
Oregon
$1.44M -$269K -10,126 -15%
EWA
410
Exencial Wealth Advisors
Oklahoma
$1.44M -$176K -6,622 -11%
CA
411
Cambridge Advisors
Nebraska
$1.44M +$16.3K +613 +1%
BAM
412
Belpointe Asset Management
Nevada
$1.43M -$731K -27,475 -50%
WWP
413
WR Wealth Planners
Missouri
$1.43M -$1.77M -66,459 -55%
ATI
414
ARK & TLK Investments
Oklahoma
$1.43M
NHC
415
Nicholas Hoffman & Company
Georgia
$1.42M +$6.76K +254 +0.5%
IWMA
416
Ironwood Wealth Management (Arizona)
Arizona
$1.41M -$44.8K -1,682 -3%
QC
417
Quadrature Capital
United Kingdom
$1.41M +$1.46M +54,700 New
CHA
418
Cooper/Haims Advisors
New York
$1.41M +$3.3K +124 +0.2%
PA
419
PFG Advisors
Arizona
$1.41M -$76.7K -2,881 -5%
BPWM
420
Badgley Phelps Wealth Managers
Washington
$1.4M +$1.14K +43 +0.1%
KF
421
Krilogy Financial
Missouri
$1.4M -$371K -13,961 -21%
PSCM
422
Per Stirling Capital Management
Texas
$1.39M -$25.3K -949 -2%
PCM
423
Passive Capital Management
Maryland
$1.39M -$4.82K -181 -0.3%
AWM
424
Avior Wealth Management
Nebraska
$1.39M -$13.9K -523 -1%
KWM
425
Kingsview Wealth Management
Oregon
$1.38M +$382K +14,364 +37%