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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
1026
Guardian Wealth Advisors (Minnesota)
Minnesota
$262K +$3.57K +108 +2%
SIMC
1027
Squire Investment Management Company
Utah
$262K +$10.4K +314 +5%
DAS
1028
Daybright Advisory Services
Florida
$262K -$86K -2,602 -25%
VA
1029
VestGen Advisors
Illinois
$261K -$181K -5,484 -43%
GPWM
1030
Grant Private Wealth Management
California
$260K -$40K -1,209 -14%
SFO
1031
Stokes Family Office
Louisiana
$259K -$69.2K -2,095 -23%
BFM
1032
Broadview Financial Management
Wisconsin
$259K +$595 +18 +0.3%
DPI
1033
Diversified Portfolios Inc
Michigan
$258K -$16.7K -504 -7%
AIMC
1034
Alley Investment Management Company
Illinois
$257K -$363 -11 -0.2%
PAA
1035
Peregrine Asset Advisers
Oregon
$256K +$235K +7,097 New
DF
1036
Dunhill Financial
United Kingdom
$256K +$3.96K +120 +2%
UBS AM
1037
UBS AM
Illinois
$256K -$9.88M -299,044 -98%
TF
1038
Trek Financial
Arizona
$255K +$4K +121 +2%
KFA
1039
Kelleher Financial Advisors
New York
$255K -$149K -4,506 -39%
ML
1040
Mayport LLC
Massachusetts
$253K
EWM
1041
Evercore Wealth Management
New York
$252K -$2.44K -74 -1%
SAM
1042
Smartleaf Asset Management
Massachusetts
$251K
ABC
1043
Associated Banc-Corp
Wisconsin
$249K +$228K +6,892 New
CWS
1044
Confluence Wealth Services
Pennsylvania
$249K +$228K +6,891 New
FNBOH
1045
First National Bank of Hutchinson
Kansas
$247K +$226K +6,843 New
PWM
1046
PTM Wealth Management
United States
$246K +$694 +21 +0.3%
TIM
1047
Total Investment Management
Arizona
$246K +$397 +12 +0.2%
MYIA
1048
Mount Yale Investment Advisors
Colorado
$243K +$222K +6,723 New
VAS
1049
Vestmark Advisory Solutions
Massachusetts
$243K +$222K +6,723 New
BWL
1050
Bogart Wealth LLC
Virginia
$243K +$6.05K +183 +3%