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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$357K +$146K +6,172 +70%
CB
702
Commerce Bank
Missouri
$356K +$61K +2,574 +21%
TWM
703
Thrive Wealth Management
Pennsylvania
$355K -$50.7K -2,138 -13%
SWM
704
Spire Wealth Management
Virginia
$351K -$920K -38,822 -72%
MMA
705
Miracle Mile Advisors
California
$350K -$4.5K -190 -1%
PWM
706
Pinnacle Wealth Management
California
$348K +$34.3K +1,446 +11%
RWA
707
River Wealth Advisors
Pennsylvania
$348K +$28.6K +1,206 +9%
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
$346K -$6.3K -266 -2%
BFC
709
Bedel Financial Consulting
Indiana
$346K -$13.6K -572 -4%
DIA
710
Dana Investment Advisors
Wisconsin
$345K
HIP
711
HUB Investment Partners
Texas
$344K +$8.01K +338 +2%
ACMA
712
Arbor Capital Management (Alaska)
Alaska
$340K +$20.4K +862 +6%
WCF
713
West Coast Financial
California
$339K
DWM
714
Diversify Wealth Management
Utah
$339K +$343K +14,454 New
WCM
715
Wealthcare Capital Management
Virginia
$339K -$14.8K -624 -4%
RDIA
716
RE Dickinson Investment Advisors
Iowa
$338K +$40.5K +1,710 +14%
APW
717
Aurora Private Wealth
New Jersey
$338K -$17.1K -720 -5%
KFS
718
Kaizen Financial Strategies
California
$335K -$8.49K -358 -3%
PWG
719
Portside Wealth Group
Utah
$335K +$335K +14,130 New
IAA
720
Independent Advisor Alliance
North Carolina
$332K -$87.5K -3,690 -21%
SMA
721
Seven Mile Advisory
New Jersey
$332K -$94.8K -4,000 -22%
OAM
722
Oppenheimer Asset Management
New York
$331K +$92.4K +3,900 +39%
HCP
723
Hardin Capital Partners
South Carolina
$331K +$330K +13,942 New
WWM
724
Western Wealth Management
Colorado
$328K -$138K -5,836 -30%
SSA
725
Sierra Summit Advisors
Nevada
$328K -$25.1K -1,058 -7%