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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
426
Waterloo Capital
Texas
$1.2M -$839K -39,786 -44%
NGA
427
Naples Global Advisors
Florida
$1.2M +$62.5K +2,966 +6%
Vanguard Personalized Indexing Management
428
Vanguard Personalized Indexing Management
California
$1.2M +$197K +9,324 +22%
GWWM
429
Great Waters Wealth Management
Minnesota
$1.2M -$223K -10,598 -17%
American Century Companies
430
American Century Companies
Missouri
$1.2M -$617K -29,294 -37%
PWMAG
431
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M -$4.89K -232 -0.5%
PCMC
432
Private Capital Management (Colorado)
Colorado
$1.19M -$19.7K -934 -2%
PIA
433
Panoramic Investment Advisors
Colorado
$1.19M +$24.5K +1,162 +2%
AFS
434
Access Financial Services
Minnesota
$1.17M +$8.64K +410 +0.8%
AFG
435
Atomi Financial Group
New York
$1.17M +$1.04M +49,448 New
SSWM
436
Sheets Smith Wealth Management
North Carolina
$1.16M +$3.22M +152,588 +309%
ACG
437
Allen Capital Group
Nebraska
$1.16M -$187K -8,860 -15%
OC
438
Oarsman Capital
Wisconsin
$1.16M +$151K +7,144 +17%
HP
439
Hilltop Partners
Indiana
$1.15M -$286K -13,584 -22%
SWM
440
Spire Wealth Management
Virginia
$1.15M +$73.6K +3,492 +7%
HCM
441
Hengehold Capital Management
Ohio
$1.15M +$34.6K +1,640 +3%
KNFPWM
442
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.14M +$1.02M +48,396 New
OFS
443
OneAscent Financial Services
Alabama
$1.14M -$51.8K -2,458 -5%
MMHP
444
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$39.4K -1,868 -4%
Northern Trust
445
Northern Trust
Illinois
$1.12M -$74.1K -3,518 -7%
GC
446
Grimes & Company
Massachusetts
$1.12M +$86.7K +4,114 +10%
NL
447
NWAM LLC
Washington
$1.11M +$102K +4,856 +12%
JFG
448
JMG Financial Group
Illinois
$1.11M +$776K +36,814 +367%
SIA
449
Sage Investment Advisers
New York
$1.1M -$1.26M -59,902 -56%
MCM
450
Mengis Capital Management
Oregon
$1.09M -$32.8K -1,554 -3%