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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
451
Heartwood Wealth Advisors
Virginia
$1.28M +$152K +5,698 +14%
SP
452
Sequent Planning
Nebraska
$1.28M +$1.23M +45,878 New
JGCM
453
Joseph Group Capital Management
Ohio
$1.26M +$214 +8 +0%
CSF
454
Capital Squared Financial
Maryland
$1.26M +$207K +7,732 +21%
WP
455
Westmount Partners
California
$1.25M +$3.9K +146 +0.3%
MMHP
456
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$16.9K -632 -1%
WCM
457
Wisconsin Capital Management
Wisconsin
$1.23M
AIA
458
Armor Investment Advisors
North Carolina
$1.22M -$176K -6,579 -13%
GIA
459
GHP Investment Advisors
Colorado
$1.22M +$15.6K +582 +1%
SSWM
460
Sheets Smith Wealth Management
North Carolina
$1.21M -$8.9K -333 -0.8%
XPN
461
XY Planning Network
Montana
$1.21M
GCA
462
Gradient Capital Advisors
California
$1.21M -$6.34K -237 -0.5%
NIM
463
Nicollet Investment Management
Minnesota
$1.2M
Citigroup
464
Citigroup
New York
$1.2M +$708K +26,467 +162%
OFG
465
Omega Financial Group
California
$1.19M -$33.9K -1,268 -3%
Millennium Management
466
Millennium Management
New York
$1.19M +$1.14M +42,630 New
P
467
&Partners
Tennessee
$1.18M +$521K +19,468 +85%
CA
468
Claro Advisors
Massachusetts
$1.18M +$6.98K +261 +0.6%
GWWM
469
Great Waters Wealth Management
Minnesota
$1.18M -$95.4K -3,567 -8%
TA
470
TPG Advisors
Illinois
$1.17M -$87.5K -3,272 -7%
BWM
471
BankPlus Wealth Management
Mississippi
$1.16M +$290K +10,843 +35%
PWA
472
Peterson Wealth Advisors
Utah
$1.16M -$61.7K -2,309 -5%
CWA
473
Carolina Wealth Advisors
South Carolina
$1.16M -$3.96M -147,954 -78%
HI
474
Harbour Investments
Wisconsin
$1.15M +$122K +4,553 +12%
QCG
475
Quadrant Capital Group
Ohio
$1.15M -$36.1K -1,350 -3%