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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
826
Western Wealth Management
Colorado
$257K -$25.2K -989 -8%
KCM
827
Kathmere Capital Management
Pennsylvania
$254K +$15.1K +592 +6%
FM
828
Foster & Motley
Ohio
$254K +$688 +27 +0.2%
AFA
829
Allium Financial Advisors
Oregon
$250K +$272K +10,682 New
DB
830
Dravo Bay
Delaware
$250K -$104K -4,090 -28%
Marshall Wace
831
Marshall Wace
United Kingdom
$249K +$271K +10,640 New
MAG
832
Mayfair Advisory Group
Alabama
$247K +$561 +22 +0.2%
CGA
833
Crescent Grove Advisors
Illinois
$247K -$520K -20,388 -66%
CFP
834
Cascade Financial Partners
California
$247K +$25 +1 +0%
B
835
Birchbrook
Maine
$246K – – –
NC
836
Napatree Capital
Rhode Island
$245K +$10.2K +400 +4%
AC
837
Apella Capital
Connecticut
$245K -$49.4K -1,939 -15%
QC
838
Quadrature Capital
United Kingdom
$244K -$1.13M -44,278 -81%
Vanguard Capital Wealth Advisors
839
Vanguard Capital Wealth Advisors
Colorado
$243K -$516K -20,259 -66%
GPWM
840
Grant Private Wealth Management
California
$242K -$5.1K -200 -2%
Citigroup
841
Citigroup
New York
$240K -$44.9K -1,761 -15%
IA
842
IFG Advisory
Georgia
$239K +$30.3K +1,190 +13%
HWM
843
Heirloom Wealth Management
Colorado
$239K – – –
HWA
844
Heartwood Wealth Advisors
Virginia
$238K -$6.88K -270 -3%
AFA
845
Alpha Financial Advisors
North Carolina
$238K -$20.9K -818 -7%
CAG
846
Crestwood Advisors Group
Massachusetts
$237K +$4.26K +167 +2%
DADC
847
D.A. Davidson & Co
Montana
$236K +$13.9K +544 +6%
CA
848
Clune & Associates
Illinois
$236K +$5.05K +198 +2%
PFS
849
Prospera Financial Services
Texas
$235K -$127K -4,976 -33%
SFO
850
Stokes Family Office
Louisiana
$234K – – –