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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
951
GC Wealth Management RIA
Massachusetts
$203K +$194K +7,266 New
MFA
952
Mayflower Financial Advisors
Massachusetts
$203K +$194K +7,268 New
MA
953
Modus Advisors
Minnesota
$202K -$36.9K -1,380 -16%
BFM
954
Broadview Financial Management
Wisconsin
$202K +$194K +7,237 New
NSG
955
Nalls Sherbakoff Group
Tennessee
$202K +$7.11K +266 +4%
IPA
956
Investment Planning Advisors
Georgia
$201K -$84.2K -3,149 -30%
EWM
957
Evercore Wealth Management
New York
$201K +$192K +7,194 New
GWAM
958
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K +$192K +7,190 New
BTI
959
Blue Trust Inc
Georgia
$199K +$29.2K +1,091 +18%
PB
960
Pinnacle Bancorp
Nebraska
$192K -$22.4K -839 -11%
RF
961
Robinswood Financial
Washington
$190K +$107 +4 +0.1%
FPF
962
First Pacific Financial
Washington
$190K +$562 +21 +0.3%
PCM
963
Palouse Capital Management
Washington
$185K -$3.69K -138 -2%
SWM
964
Spire Wealth Management
Virginia
$185K +$1.74K +65 +1%
AssetMark Inc
965
AssetMark Inc
California
$181K +$39.8K +1,488 +30%
SWP
966
Strategic Wealth Partners
Ohio
$181K +$145K +5,428 +520%
ECM
967
Elgethun Capital Management
South Dakota
$180K -$46.9K -1,755 -21%
BFPW
968
BOK Financial Private Wealth
Colorado
$179K
RCM
969
Richardson Capital Management
Wisconsin
$175K -$14.3K -534 -8%
MNA
970
Manning & Napier Advisors
New York
$169K +$159K +5,948 +4,683%
PG
971
Proffitt & Goodson
Tennessee
$168K +$2.67K +100 +2%
MAFA
972
MJT & Associates Financial Advisory
Minnesota
$167K -$51.2K -1,916 -24%
TIM
973
Thompson Investment Management
Wisconsin
$158K +$31.7K +1,186 +26%
ATC
974
Advantage Trust Company
Kansas
$157K -$85.6K -3,200 -36%
ACM
975
Anfield Capital Management
California
$156K +$27 +1 +0%