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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Grimes & Company
Massachusetts
$895K -$219 -10 -0%
AO
427
Advisor OS
Illinois
$893K +$15.5K +706 +2%
CAM
428
Cozad Asset Management
Illinois
$878K
DWT
429
Dorsey & Whitney Trust
South Dakota
$873K
NL
430
NWAM LLC
Washington
$871K +$9.35K +426 +1%
KJWM
431
Kiley Juergens Wealth Management
Washington
$870K -$6.58K -300 -0.7%
RWA
432
Roberts Wealth Advisors
California
$870K +$21.9K +1,000 +2%
SHJ
433
Sharkey, Howes & Javer
Colorado
$869K +$165K +7,522 +22%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$869K -$8.29K -378 -0.9%
MCM
435
Mitchell Capital Management
Kansas
$868K -$133K -6,056 -13%
OC
436
Oarsman Capital
Wisconsin
$866K -$12.4K -566 -1%
RTL
437
Red Tortoise LLC
Georgia
$864K +$2.11K +96 +0.2%
SG
438
StoneX Group
New York
$864K -$208K -9,486 -19%
Renaissance Technologies
439
Renaissance Technologies
New York
$862K +$671K +30,600 +278%
EFM
440
Eley Financial Management
Vermont
$860K -$43.7K -1,990 -5%
Vanguard Personalized Indexing Management
441
Vanguard Personalized Indexing Management
California
$859K
OCG
442
Opus Capital Group
Ohio
$855K +$20.5K +932 +2%
WBCM
443
Wilson & Boucher Capital Management
California
$853K +$8.87K +404 +1%
CCG
444
Coastwise Capital Group
California
$851K +$3.86K +176 +0.4%
KWM
445
Kingsview Wealth Management
Oregon
$818K +$12.9K +586 +2%
SCM
446
SOL Capital Management
Maryland
$813K -$592K -26,996 -41%
YIA
447
YHB Investment Advisors
Connecticut
$813K -$20K -910 -2%
BWM
448
Blossom Wealth Management
California
$812K +$6.28K +286 +0.7%
MSWMA
449
Market Street Wealth Management Advisors
Indiana
$803K -$52.1K -2,376 -6%
SFG
450
SNS Financial Group
Minnesota
$792K -$35.6K -1,624 -4%