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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
651
Westmount Partners
California
$468K +$23K +928 +5%
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$468K +$2.53K +102 +0.6%
BWM
653
Bullock Wealth Management
Indiana
$468K -$12.7K -512 -3%
WW
654
Waterfront Wealth
Kansas
$468K +$450K +18,104 +100%
Baird Financial Group
655
Baird Financial Group
Wisconsin
$468K -$72.5K -2,918 -14%
PFBT
656
Parkside Financial Bank & Trust
Missouri
$465K +$25.4K +1,022 +6%
FA
657
Forefront Analytics
Pennsylvania
$464K +$3.03K +122 +0.7%
CICC
658
Capital Investment Counsel (Colorado)
Colorado
$461K -$8.89M -358,228 -95%
Kovitz Investment Group Partners
659
Kovitz Investment Group Partners
Illinois
$460K +$189K +7,618 +52%
TP
660
Tranquility Partners
Tennessee
$458K – – –
FAG
661
Fortitude Advisory Group
Washington
$455K +$13.5K +544 +3%
WAM
662
Worth Asset Management
Texas
$450K +$433K +17,458 New
HIP
663
HUB Investment Partners
Texas
$449K +$72.3K +2,910 +20%
TWA
664
Trellis Wealth Advisors
California
$448K – – –
EI
665
Ellevest Inc
New York
$446K -$24.8K -998 -5%
EK
666
Evensky & Katz
Florida
$446K +$2.63K +106 +0.6%
JLBC
667
J.L. Bainbridge & Co
Florida
$446K +$182K +7,342 +74%
CAM
668
Carret Asset Management
New York
$444K – – –
AFG
669
Argent Financial Group
Louisiana
$443K +$427K +17,200 New
FCH
670
Freestone Capital Holdings
Washington
$442K +$16.8K +676 +4%
PHIC
671
Pine Haven Investment Counsel
Massachusetts
$439K – – –
RIM
672
Rockbridge Investment Management
New York
$439K +$50 +2 +0%
HTC
673
Haverford Trust Company
Pennsylvania
$438K – – –
RA
674
Ruggaard & Associates
Ohio
$437K -$3.48K -140 -0.8%
PRI
675
Prepared Retirement Institute
Pennsylvania
$437K +$34.2K +1,378 +9%