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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Roberts Wealth Advisors
California
$937K -$24.6K -870 -3%
WIC
552
Woodmont Investment Counsel
Tennessee
$932K -$2.88K -102 -0.3%
DP
553
Dearborn Partners
Illinois
$918K +$365K +12,931 +67%
CPA
554
Clear Point Advisors
New York
$917K -$41K -1,453 -4%
APP
555
Avantax Planning Partners
Iowa
$916K -$62.1K -2,200 -6%
BRWA
556
B. Riley Wealth Advisors
Florida
$910K -$30K -1,063 -3%
PWA
557
Principia Wealth Advisory
Texas
$910K +$452K +15,991 +100%
FWP
558
FAS Wealth Partners
Kansas
$896K -$42K -1,489 -5%
TCM
559
Twele Capital Management
Minnesota
$891K -$7.77K -275 -0.9%
BDFN
560
Bond & Devick Financial Network
Minnesota
$886K – – –
SFA
561
Souders Financial Advisors
Ohio
$886K -$70.4K -2,493 -7%
HCM
562
Hengehold Capital Management
Ohio
$880K +$62.3K +2,205 +8%
SIS
563
Strategic Investment Solutions
Illinois
$880K -$16.4K -580 -2%
CAMG
564
CWA Asset Management Group
Florida
$874K +$10.8K +381 +1%
CS
565
Crescent Sterling
Louisiana
$861K -$86.4K -3,060 -9%
CPC
566
CFC Planning Company
Indiana
$859K +$404K +14,303 +90%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$859K -$12K -424 -1%
PSIWM
568
Paradigm Strategies in Wealth Management
Minnesota
$858K -$7.82K -277 -0.9%
TCBWMS
569
Texas Capital Bank Wealth Management Services
Texas
$854K +$847K +29,996 New
Vanguard Personalized Indexing Management
570
Vanguard Personalized Indexing Management
California
$850K -$588K -20,840 -41%
DWT
571
Dorsey & Whitney Trust
South Dakota
$845K -$167K -5,916 -17%
FIC
572
Family Investment Center
Missouri
$844K -$44.6K -1,578 -5%
SW
573
Simplicity Wealth
New Jersey
$837K +$44K +1,559 +6%
RDWM
574
Red Door Wealth Management
Tennessee
$829K +$7.17K +254 +0.9%
GCM
575
Gambit Capital Management
Tennessee
$828K +$821K +29,068 New