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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
676
National Wealth Management Group
Ohio
$223K +$244K +11,418 New
T
677
TNF
Montana
$222K -$1.27M -59,246 -85%
BEW
678
Burton Enright Welch
California
$220K +$43 +2 +0%
KWS
679
Keystone Wealth Services
California
$220K -$81.5K -3,812 -25%
MFGM
680
Marshall Financial Group (Maryland)
Maryland
$219K +$240K +11,250 New
GLA
681
Great Lakes Advisors
Illinois
$217K
BFM
682
Broadview Financial Management
Wisconsin
$216K +$6.41K +300 +3%
AIM
683
AHL Investment Management
Florida
$215K -$1.28K -60 -0.5%
SSCA
684
South Shore Capital Advisors
Massachusetts
$215K +$43 +2 +0%
DWP
685
Destiny Wealth Partners
Florida
$214K -$176K -8,256 -43%
AFS
686
Annapolis Financial Services
Maryland
$214K
CAI
687
Capital Advisors Inc
Oklahoma
$214K +$33.7K +1,578 +17%
GBWM
688
Granite Bay Wealth Management
New Hampshire
$213K -$10.3K -480 -4%
IWN
689
Independent Wealth Network
Iowa
$212K -$76.8K -3,594 -25%
FMWA
690
Forvis Mazars Wealth Advisors
Missouri
$212K +$10.3K +480 +5%
G
691
Gainplan
Michigan
$211K -$8.77K -410 -4%
BIP
692
Blueprint Investment Partners
North Carolina
$210K +$230K +10,772 New
BBW
693
Blue Barn Wealth
Utah
$209K +$5.64K +264 +3%
UB
694
UMB Bank
Missouri
$208K
Prudential Financial
695
Prudential Financial
New Jersey
$205K -$96.7K -4,522 -30%
PAMG
696
Patton Albertson Miller Group
Tennessee
$204K -$390K -18,220 -63%
FLA
697
Financial Life Advisors
Texas
$201K -$159K -7,432 -42%
CPA
698
Cardiff Park Advisors
California
$200K +$5.82K +272 +3%
HWM
699
Horizons Wealth Management
North Carolina
$200K +$188K +8,792 New
EW
700
Evoke Wealth
California
$198K