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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
MilWealth Group
Wisconsin
$1.07M
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$1.07M +$662K +28,248 +187%
KNFPWM
453
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.06M -$123K -5,264 -11%
IF
454
Ironwood Financial
Arizona
$1.06M -$4.78K -204 -0.5%
VT
455
Vise Technologies
New York
$1.05M +$32.7K +1,394 +3%
OC
456
Oarsman Capital
Wisconsin
$1.05M -$147K -6,276 -13%
WAG
457
Wiser Advisor Group
Arizona
$1.04M -$6.56K -280 -0.7%
RTL
458
Red Tortoise LLC
Georgia
$1.04M -$1.92K -82 -0.2%
SFC
459
Sprinkle Financial Consultants
Colorado
$1.01M -$9K -384 -0.9%
Pathstone Holdings
460
Pathstone Holdings
New Jersey
$1.01M +$962K +41,044 New
KJWM
461
Kiley Juergens Wealth Management
Washington
$1.01M -$11.8K -504 -1%
EFM
462
Eley Financial Management
Vermont
$1.01M -$14.3K -612 -1%
WCWM
463
Wooster Corthell Wealth Management
Connecticut
$1M -$23.1K -986 -2%
NA
464
NewEdge Advisors
Louisiana
$1M +$84.8K +3,620 +10%
BI
465
Berkeley Inc
Idaho
$1M -$127K -5,436 -12%
RW
466
Rede Wealth
Virginia
$996K +$194K +8,276 +26%
IFS
467
Ifrah Financial Services
Arkansas
$968K +$45.7K +1,950 +5%
CA
468
Clearstead Advisors
Ohio
$966K +$310K +13,238 +49%
CFG
469
Cooper Financial Group
California
$959K +$41.4K +1,768 +5%
DWT
470
Dorsey & Whitney Trust
South Dakota
$959K -$75.5K -3,222 -8%
MCM
471
Mendel Capital Management
Arkansas
$957K +$51.5K +2,200 +6%
RC
472
Roundview Capital
New Jersey
$953K -$32.1K -1,370 -3%
GIA
473
GHP Investment Advisors
Colorado
$947K +$42K +1,794 +5%
CA
474
Claro Advisors
Massachusetts
$945K +$47.3K +2,018 +6%
VCM
475
Virtue Capital Management
Tennessee
$945K +$944K +40,296 New