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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
426
MilWealth Group
Wisconsin
$995K
CAG
427
Csenge Advisory Group
Florida
$986K +$68.2K +3,272 +8%
DWM
428
Dakota Wealth Management
Florida
$978K +$648K +31,068 +229%
IF
429
Ironwood Financial
Arizona
$975K +$18K +862 +2%
FNBT
430
FineMark National Bank & Trust
Florida
$952K +$14.8K +710 +2%
EFM
431
Eley Financial Management
Vermont
$950K +$8.84K +424 +1%
GC
432
Grimes & Company
Massachusetts
$947K -$164K -7,862 -15%
HFP
433
Holistic Financial Partners
Indiana
$938K -$269K -12,900 -23%
AO
434
Advisor OS
Illinois
$929K +$335K +16,080 +61%
OC
435
Oarsman Capital
Wisconsin
$928K -$33.5K -1,608 -4%
CAM
436
Cozad Asset Management
Illinois
$928K -$42.4K -2,034 -5%
WCWM
437
Wooster Corthell Wealth Management
Connecticut
$927K -$30K -1,440 -3%
KJWM
438
Kiley Juergens Wealth Management
Washington
$927K +$7.79K +374 +0.9%
DWT
439
Dorsey & Whitney Trust
South Dakota
$924K
RWA
440
Roberts Wealth Advisors
California
$914K -$1.63K -78 -0.2%
NL
441
NWAM LLC
Washington
$912K +$355K +17,010 +69%
RTL
442
Red Tortoise LLC
Georgia
$912K -$5.92K -284 -0.7%
Vanguard Personalized Indexing Management
443
Vanguard Personalized Indexing Management
California
$909K -$12.2K -584 -1%
MSWMA
444
Market Street Wealth Management Advisors
Indiana
$902K -$173K -8,298 -17%
CCG
445
Coastwise Capital Group
California
$896K +$792 +38 +0.1%
WBCM
446
Wilson & Boucher Capital Management
California
$893K -$12.4K -594 -1%
OCG
447
Opus Capital Group
Ohio
$884K -$16K -770 -2%
YIA
448
YHB Investment Advisors
Connecticut
$879K +$2.5K +120 +0.3%
SFG
449
SNS Financial Group
Minnesota
$873K -$74.3K -3,566 -8%
BWM
450
Blossom Wealth Management
California
$853K +$52.1K +2,500 +7%