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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$852K -$117K -5,590 -13%
WIC
452
Woodmont Investment Counsel
Tennessee
$839K -$218K -10,456 -21%
IFS
453
Ifrah Financial Services
Arkansas
$832K +$14.3K +688 +2%
MW
454
MBL Wealth
North Carolina
$828K
LGWM
455
Litman Gregory Wealth Management
California
$821K +$781K +37,480 New
GWA
456
GGM Wealth Advisors
Maryland
$820K +$103K +4,930 +15%
KC
457
Kades & Cheifetz
Pennsylvania
$816K +$47.9K +2,296 +7%
GIA
458
GHP Investment Advisors
Colorado
$813K -$51.4K -2,466 -6%
CFO
459
CVA Family Office
Colorado
$809K +$15K +720 +2%
SAM
460
S.A. Mason
Michigan
$795K
TCM
461
Twele Capital Management
Minnesota
$794K +$7.84K +376 +1%
MA
462
Mutual Advisors
Nebraska
$793K -$52.9K -2,536 -7%
BA
463
Bristlecone Advisors
Washington
$784K +$84.2K +4,042 +13%
CAP
464
Columbia Advisory Partners
Washington
$784K -$13.5K -650 -2%
EPM
465
Elm Partners Management
Pennsylvania
$782K -$194K -9,308 -21%
RPG
466
Resource Planning Group
Georgia
$778K -$7.42K -356 -1%
EH
467
Equitable Holdings
New York
$774K +$179K +8,578 +32%
AWA
468
Arete Wealth Advisors
Illinois
$767K -$423K -20,308 -37%
CA
469
Claro Advisors
Massachusetts
$766K +$63.4K +3,044 +10%
PSIWM
470
Paradigm Strategies in Wealth Management
Minnesota
$758K +$1.96K +94 +0.3%
SHJ
471
Sharkey, Howes & Javer
Colorado
$754K -$52.6K -2,524 -7%
PNC Financial Services Group
472
PNC Financial Services Group
Pennsylvania
$749K +$68.2K +3,272 +11%
NHC
473
Nicholas Hoffman & Company
Georgia
$749K +$38.8K +1,860 +6%
WP
474
WealthSource Partners
California
$749K -$1.63K -78 -0.2%
WAM
475
WNY Asset Management
New York
$747K +$44.8K +2,150 +7%