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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
426
Atria Wealth Solutions
New York
$953K +$204K +9,496 +26%
RC
427
Roundview Capital
New Jersey
$953K -$7.05K -328 -0.7%
MG
428
MilWealth Group
Wisconsin
$952K
EPM
429
Elm Partners Management
Pennsylvania
$943K +$967K +45,000 New
KWM
430
Kingsview Wealth Management
Oregon
$933K -$78.6K -3,658 -8%
CAM
431
Cozad Asset Management
Illinois
$931K
OC
432
Oarsman Capital
Wisconsin
$922K -$69.7K -3,242 -7%
WCWM
433
Wooster Corthell Wealth Management
Connecticut
$918K -$14.3K -666 -1%
IF
434
Ironwood Financial
Arizona
$915K +$41.1K +1,912 +5%
CWM
435
Cedar Wealth Management
California
$912K +$102K +4,768 +12%
SFG
436
SNS Financial Group
Minnesota
$911K -$56.1K -2,608 -6%
EFM
437
Eley Financial Management
Vermont
$900K -$40.8K -1,898 -4%
FNBT
438
FineMark National Bank & Trust
Florida
$897K -$29.8K -1,388 -3%
AFA
439
American Financial Advisors
Georgia
$895K +$306K +14,242 +50%
DWT
440
Dorsey & Whitney Trust
South Dakota
$884K
Vanguard Personalized Indexing Management
441
Vanguard Personalized Indexing Management
California
$882K +$904K +42,082 New
KJWM
442
Kiley Juergens Wealth Management
Washington
$879K +$16.6K +772 +2%
RTL
443
Red Tortoise LLC
Georgia
$879K -$387 -18 -0%
CAG
444
Csenge Advisory Group
Florida
$876K -$4.6K -214 -0.5%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$875K -$415K -19,322 -32%
EAM
446
Evanson Asset Management
California
$873K +$1.16K +54 +0.1%
WBCM
447
Wilson & Boucher Capital Management
California
$868K +$86 +4 +0%
OCG
448
Opus Capital Group
Ohio
$862K -$4.38K -204 -0.5%
RWA
449
Roberts Wealth Advisors
California
$861K
CCG
450
Coastwise Capital Group
California
$857K +$86.1K +4,006 +11%