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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$6.07M +$149K +5,996 +3%
PS
152
Planned Solutions
California
$6.04M +$248K +9,990 +4%
PWM
153
Provident Wealth Management
Tennessee
$6M +$452K +18,192 +8%
FPCP
154
Fort Point Capital Partners
California
$5.99M +$178K +7,178 +3%
CFGSD
155
Compass Financial Group (South Dakota)
South Dakota
$5.96M +$385K +15,502 +7%
OWM
156
Orgel Wealth Management
Wisconsin
$5.96M +$2.58K +104 +0%
DW
157
Dodds Wealth
Colorado
$5.96M +$5.97M +240,536 +105%
KCPG
158
Kavar Capital Partners Group
Kansas
$5.72M +$85K +3,422 +2%
TYCC
159
Texas Yale Capital Corp
Florida
$5.7M +$12.5K +502 +0.2%
CF
160
Copperwynd Financial
Arizona
$5.64M +$318K +12,796 +6%
AI
161
Atria Investments
North Carolina
$5.63M +$1.7M +68,300 +45%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$5.59M +$859K +34,604 +19%
BAMG
163
Brand Asset Management Group
Missouri
$5.59M +$65.4K +2,636 +1%
RGF
164
Retirement Guys Formula
Ohio
$5.57M -$2.05M -82,524 -28%
ATWA
165
Arbor Trust Wealth Advisors
Michigan
$5.56M
CCM
166
Chilton Capital Management
Texas
$5.49M +$151K +6,100 +3%
MWM
167
Modera Wealth Management
New Jersey
$5.47M -$64.7K -2,604 -1%
CAM
168
Cresset Asset Management
Illinois
$5.44M -$1.3M -52,506 -20%
CWA
169
Carolina Wealth Advisors
South Carolina
$5.39M -$139K -5,608 -3%
IWM
170
IHT Wealth Management
Illinois
$5.37M +$2.05M +82,630 +65%
MCM
171
MAI Capital Management
Ohio
$5.35M -$172K -6,938 -3%
CFGA
172
Cambridge Financial Group (Arizona)
Arizona
$5.29M -$137K -5,510 -3%
TIM
173
Tortoise Investment Management
New York
$5.28M -$88.7K -3,572 -2%
AFP
174
Ausdal Financial Partners
Iowa
$5.28M -$381K -15,350 -7%
AFG
175
Atomi Financial Group
New York
$5.26M +$208K +8,388 +4%