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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
601
Novare Capital Management
North Carolina
$322K +$205 +8 +0.1%
SWA
602
SFMG Wealth Advisors
Texas
$319K +$716 +28 +0.2%
BWP
603
BSW Wealth Partners
Colorado
$318K +$312K +12,200 New
PI
604
PEAK6 Investments
Illinois
$316K +$310K +12,124 New
BFA
605
Beacon Financial Advisory
Ohio
$313K +$307K +12,012 New
SF
606
Summit Financial
New Jersey
$312K -$15.1K -592 -5%
AL
607
Aspiriant LLC
California
$309K
PFM
608
Peak Financial Management
Massachusetts
$307K -$10.3K -404 -3%
RWA
609
River Wealth Advisors
Pennsylvania
$305K +$35.1K +1,372 +13%
PFA
610
Pure Financial Advisors
California
$304K +$6.85K +268 +2%
M&T Bank
611
M&T Bank
New York
$299K
FWI
612
Facet Wealth Inc
Maryland
$298K +$25.4K +992 +9%
NCMW
613
Northern Capital Management (Washington)
Washington
$294K -$2.97K -116 -1%
JCM
614
Jacobsen Capital Management
Utah
$293K -$113K -4,420 -28%
GLA
615
Great Lakes Advisors
Illinois
$291K +$285K +11,156 New
WI
616
Wedgewood Investors
Pennsylvania
$290K
GWCM
617
Godshalk Welsh Capital Management
Pennsylvania
$290K +$15.3K +600 +5%
RG
618
Retirement Group
California
$289K -$5.11K -200 -2%
PLFAM
619
Pineno Levin & Ford Asset Management
Virginia
$289K +$283K +11,088 New
SWP
620
Stratos Wealth Partners
Ohio
$288K +$27.5K +1,076 +11%
MAS
621
Madden Advisory Services
Florida
$287K -$16.7K -652 -6%
APWM
622
Atlas Private Wealth Management
New York
$284K
JWCA
623
J.W. Cole Advisors
Florida
$283K +$278K +10,864 New
CAG
624
Compass Advisory Group
New York
$278K +$511 +20 +0.2%
SSCA
625
South Shore Capital Advisors
Massachusetts
$271K