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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1051
ATLas Financial Planning
Georgia
$243K -$32.9K -996 -13%
Envestnet Portfolio Solutions
1052
Envestnet Portfolio Solutions
Illinois
$243K +$222K +6,719 New
RCM
1053
Radnor Capital Management
Pennsylvania
$243K +$222K +6,712 New
CWM
1054
Cabot Wealth Management
Massachusetts
$242K -$19.4K -586 -8%
MFPI
1055
Midwest Financial Partners Investments
Minnesota
$241K +$220K +6,658 New
NEPWA
1056
New England Private Wealth Advisors
Massachusetts
$240K +$99 +3 +0%
MA
1057
Modus Advisors
Minnesota
$239K +$219K +6,626 New
SB
1058
Strategic Blueprint
Georgia
$239K +$219K +6,625 New
PCM
1059
Park Capital Management
Wisconsin
$239K +$219K +6,618 New
AF
1060
Amara Financial
California
$239K +$218K +6,605 New
WI
1061
Westbourne Investments
Virginia
$237K +$217K +6,560 New
FF
1062
Financial Futures
New Jersey
$236K +$216K +6,535 New
SA
1063
Skyline Advisors
Washington
$236K +$216K +6,527 New
MIC
1064
Meridian Investment Counsel
California
$235K +$215K +6,501 New
LWM
1065
Lionshead Wealth Management
New York
$234K +$214K +6,489 New
AFO
1066
Allie Family Office
Florida
$234K +$214K +6,463 New
ARC
1067
Advisor Resource Council
Texas
$233K +$220K +6,663 New
CCM
1068
Carmel Capital Management
California
$233K +$213K +6,456 New
SWP
1069
Strategic Wealth Partners
Ohio
$230K +$99 +3 +0%
FAC
1070
Financial Advisory Corporation
Michigan
$229K +$209K +6,339 New
FPN
1071
Financial Planning Navigators
Minnesota
$228K +$208K +6,303 New
RCM
1072
Richardson Capital Management
Wisconsin
$228K -$297 -9 -0.1%
CWA
1073
Canvas Wealth Advisors
Kansas
$227K +$208K +6,287 New
HP
1074
Holistic Planning
Texas
$227K +$207K +6,270 New
W
1075
WorthPointe
California
$226K +$207K +6,267 New