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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AV
1101
Aspiring Ventures
Ohio
$216K -$66.1K -2,000 -25%
NP
1102
Nilsine Partners
Colorado
$216K +$198K +5,981 New
AMIM
1103
Aull & Monroe Investment Management
Alabama
$216K +$198K +5,977 New
LW
1104
Livet Wealth
Utah
$215K +$197K +5,952 New
IAA
1105
Independent Advisor Alliance
North Carolina
$215K -$3.32M -100,406 -94%
TMWM
1106
Taylor & Morgan Wealth Management
Michigan
$215K +$196K +5,939 New
GA
1107
Greenspring Advisors
Maryland
$214K +$196K +5,928 New
IWN
1108
Independent Wealth Network
Iowa
$214K +$196K +5,927 New
BFPW
1109
BOK Financial Private Wealth
Colorado
$211K -$18.6K -563 -9%
SIA
1110
Soltis Investment Advisors
Utah
$210K +$192K +5,820 New
OCM
1111
One Capital Management
California
$210K – – –
PB
1112
Pinnacle Bancorp
Nebraska
$210K -$12.9K -389 -6%
OC
1113
Oppenheimer & Co
New York
$209K +$191K +5,780 New
PG
1114
Proffitt & Goodson
Tennessee
$209K – – –
NCM
1115
Novare Capital Management
North Carolina
$208K +$190K +5,757 New
CD
1116
Chapin Davis
Maryland
$207K +$189K +5,728 New
KWA
1117
Kingswood Wealth Advisors
California
$206K +$188K +5,692 New
WP
1118
WealthPLAN Partners
Nebraska
$205K +$188K +5,682 New
GSAM
1119
Grant Street Asset Management
Pennsylvania
$205K +$188K +5,680 New
Vanguard Capital Wealth Advisors
1120
Vanguard Capital Wealth Advisors
Colorado
$205K +$188K +5,680 New
BH
1121
Burk Holdings
Oklahoma
$204K -$16.6K -501 -8%
CWP
1122
Core Wealth Partners
California
$204K +$186K +5,641 New
BAAM
1123
Baker Avenue Asset Management
California
$204K +$186K +5,640 New
PWAM
1124
Private Wealth Asset Management
Iowa
$204K – – –
ATC
1125
Advantage Trust Company
Kansas
$203K +$186K +5,620 New