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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
551
Baird Financial Group
Wisconsin
$1.24M -$64.1K -1,941 -5%
SWM
552
Sculati Wealth Management
Michigan
$1.23M – – –
DBFM
553
Dickmeyer Boyce Financial Management
Indiana
$1.23M +$6.64K +201 +0.6%
PCM
554
Parsons Capital Management
Rhode Island
$1.23M +$14K +424 +1%
EFM
555
Eley Financial Management
Vermont
$1.23M -$32.2K -973 -3%
SI
556
Seeds Investor
New York
$1.23M +$854K +25,849 +316%
RWA
557
Roberts Wealth Advisors
California
$1.22M -$100K -3,029 -8%
AIA
558
Armor Investment Advisors
North Carolina
$1.22M -$14.6K -443 -1%
DC
559
Davenport & Co
Virginia
$1.22M -$137K -4,150 -11%
FWP
560
FAS Wealth Partners
Kansas
$1.22M +$70.1K +2,122 +7%
KNFPWM
561
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.2M +$5.58K +169 +0.5%
CC
562
Climber Capital
Switzerland
$1.2M +$16.3K +494 +1%
EWA
563
EverSource Wealth Advisors
Alabama
$1.19M -$262K -7,929 -19%
WIC
564
Woodmont Investment Counsel
Tennessee
$1.17M -$4.03K -122 -0.4%
CPA
565
Clear Point Advisors
New York
$1.17M +$7.6K +230 +0.7%
DAM
566
Directional Asset Management
Illinois
$1.17M -$27.4K -829 -2%
HIP
567
HUB Investment Partners
Texas
$1.17M +$375K +11,362 +54%
RFP
568
Root Financial Partners
California
$1.14M +$83.2K +2,518 +9%
BCM
569
Brookstone Capital Management
Illinois
$1.13M -$537K -16,241 -34%
PWP
570
Parkwoods Wealth Partners
New York
$1.13M +$1.03M +31,194 New
SIS
571
Strategic Investment Solutions
Illinois
$1.13M +$10.5K +318 +1%
BDFN
572
Bond & Devick Financial Network
Minnesota
$1.12M – – –
HCM
573
Hengehold Capital Management
Ohio
$1.12M +$4.23K +128 +0.4%
CWA
574
Carolina Wealth Advisors
South Carolina
$1.11M -$76K -2,301 -7%
PAM
575
Pegasus Asset Management
New York
$1.11M +$65.3K +1,977 +7%