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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
526
Elevation Wealth Partners
California
$1.1M +$14.3K +477 +1%
DCM
527
Donaldson Capital Management
Indiana
$1.1M +$38K +1,267 +3%
RTL
528
Red Tortoise LLC
Georgia
$1.1M +$60 +2 +0%
MW
529
MBL Wealth
North Carolina
$1.09M -$3K -100 -0.3%
MCCA
530
Mill Creek Capital Advisors
Pennsylvania
$1.09M
IFS
531
Ifrah Financial Services
Arkansas
$1.09M -$32.1K -1,071 -3%
SAM
532
Summit Asset Management
Tennessee
$1.08M -$17.2K -574 -2%
AI
533
Atria Investments
North Carolina
$1.08M +$65K +2,168 +6%
CAM
534
Cozad Asset Management
Illinois
$1.08M -$29K -967 -3%
PWM
535
Paulson Wealth Management
Illinois
$1.08M -$5.61K -187 -0.5%
AF
536
Advisornet Financial
Minnesota
$1.07M +$7.61K +254 +0.7%
RWA
537
Roberts Wealth Advisors
California
$1.07M +$119K +3,984 +12%
MSWMA
538
Market Street Wealth Management Advisors
Indiana
$1.06M
SAM
539
S.A. Mason
Michigan
$1.06M -$1.44K -48 -0.1%
Baird Financial Group
540
Baird Financial Group
Wisconsin
$1.05M -$7.52M -250,931 -87%
SWM
541
Sculati Wealth Management
Michigan
$1.05M -$450 -15 -0%
PCG
542
Prosperity Consulting Group
Maryland
$1.05M -$47.2K -1,575 -4%
SA
543
Scarborough Advisors
Maryland
$1.05M +$1.08M +36,007 New
SAM
544
Smithbridge Asset Management
Pennsylvania
$1.03M -$1.1M -36,755 -51%
PWA
545
Peterson Wealth Advisors
Utah
$1.03M -$25.2K -840 -2%
EFM
546
Eley Financial Management
Vermont
$1.02M -$6.59K -220 -0.6%
TCIIS
547
TIAA-CREF Individual & Institutional Services
New York
$1.02M +$1.05M +35,045 New
IFA
548
Index Fund Advisors
California
$1.02M +$13K +434 +1%
HWMG
549
Hurlow Wealth Management Group
Indiana
$1.02M -$8.84K -295 -0.8%
RC
550
Roundview Capital
New Jersey
$1.01M +$35.7K +1,192 +4%