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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
551
Arrowroot Family Office
California
$700K +$4.57K +184 +0.7%
JWCA
552
J.W. Cole Advisors
Florida
$694K -$2.93K -118 -0.4%
SBIA
553
Sheaff Brock Investment Advisors
Indiana
$691K -$77K -3,100 -10%
Vanguard Capital Wealth Advisors
554
Vanguard Capital Wealth Advisors
Colorado
$686K +$661K +26,636 New
VFA
555
Valeo Financial Advisors
Indiana
$684K +$179K +7,224 +37%
MAS
556
Madden Advisory Services
Florida
$683K +$58.7K +2,364 +10%
BTWM
557
Brass Tax Wealth Management
Ohio
$677K +$653K +26,296 New
FSWA
558
Financial Synergies Wealth Advisors
Texas
$667K +$66.4K +2,674 +12%
APP
559
Avantax Planning Partners
Iowa
$666K -$220K -8,866 -26%
LWM
560
Luminvest Wealth Management
Arizona
$664K
Vanguard Group
561
Vanguard Group
Pennsylvania
$663K +$131K +5,258 +26%
DTC
562
Davidson Trust Company
Washington
$659K
Prudential Financial
563
Prudential Financial
New Jersey
$656K -$29.3K -1,180 -4%
PWM
564
Pinnacle Wealth Management
California
$648K +$260K +10,480 +71%
BIM
565
Baldwin Investment Management
Pennsylvania
$640K -$52.7K -2,122 -8%
AIP
566
Almanack Investment Partners
Pennsylvania
$637K +$12.9K +520 +2%
RPGK
567
Retirement Planning Group (Kansas)
Kansas
$630K +$607K +24,450 New
AIM
568
Acropolis Investment Management
Missouri
$628K
PSP
569
Pacific Sage Partners
Washington
$628K -$40K -1,610 -6%
WPC
570
Wedmont Private Capital
Pennsylvania
$628K
JWBC
571
John W. Brooker & Co
California
$626K +$248 +10 +0%
LB
572
Legacy Bridge
Iowa
$622K
IIA
573
Integral Investment Advisors
California
$621K -$36.2K -1,458 -6%
EAM
574
Everstar Asset Management
North Carolina
$618K +$596K +24,000 New
CW
575
Cooksen Wealth
Texas
$616K -$51.5K -2,076 -8%