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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
101
West Wealth Group
California
$8.95M +$9.04M +349,416 New
EWM
102
Empirical Wealth Management
Washington
$8.91M +$39.9K +1,544 +0.4%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$8.88M +$309K +11,960 +4%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$8.72M +$433K +16,736 +5%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$8.46M +$61.3K +2,368 +0.7%
WAM
106
WNY Asset Management
New York
$8.45M +$436K +16,852 +5%
WANY
107
Wealthspire Advisors (New York)
New York
$8.43M -$479K -18,524 -5%
GC
108
Garde Capital
Washington
$8.36M +$408K +15,756 +5%
HFP
109
Holistic Financial Partners
Indiana
$8.23M +$93.9K +3,628 +1%
IAS
110
IMA Advisory Services
Colorado
$8M +$413K +15,972 +5%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$7.98M +$325K +12,560 +4%
SFWC
112
Strategic Family Wealth Counselors
New Jersey
$7.97M +$88.7K +3,428 +1%
RWIA
113
Roger Wittlin Investment Advisory
California
$7.81M +$7.89M +304,996 New
ADL
114
Asset Dedication LLC
California
$7.75M -$441K -17,052 -5%
DP
115
Denver PWM
Colorado
$7.72M +$347K +13,400 +5%
BDF
116
Black Diamond Financial
Maryland
$7.71M +$1.04M +40,172 +15%
IWC
117
Integrated Wealth Concepts
Massachusetts
$7.71M +$880K +34,012 +13%
EL
118
Essex LLC
Illinois
$7.67M +$221K +8,540 +3%
CWM
119
Curi Wealth Management
North Carolina
$7.57M +$992K +38,348 +15%
LFS
120
Lutz Financial Services
Nebraska
$7.55M -$734K -28,380 -9%
GC
121
Grimes & Company
Massachusetts
$7.53M +$67K +2,588 +0.9%
TPW
122
Tiller Private Wealth
Pennsylvania
$7.44M +$1.73M +66,936 +30%
AMG
123
Asset Management Group
Connecticut
$7.43M -$69.2K -2,676 -0.9%
BPA
124
Beacon Pointe Advisors
California
$7.34M +$362K +14,004 +5%
MFC
125
Morris Financial Concepts
South Carolina
$7.32M +$7.4M +285,884 New