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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
151
Elwood & Goetz Wealth Advisory Group
Georgia
$7.09M -$245K -8,171 -3%
AMG
152
Asset Management Group
Connecticut
$7.05M -$82.6K -2,756 -1%
BIA
153
Bell Investment Advisors
California
$6.96M -$199K -6,637 -3%
MS
154
Monetary Solutions
Ohio
$6.92M -$135K -4,498 -2%
VCM
155
Vivaldi Capital Management
Illinois
$6.9M -$5.93K -198 -0.1%
GCP
156
Gill Capital Partners
Colorado
$6.85M -$34.4K -1,146 -0.5%
BDF
157
Black Diamond Financial
Maryland
$6.81M -$122K -4,062 -2%
MWM
158
Meridian Wealth Management
Kentucky
$6.79M +$34.4K +1,149 +0.5%
KWM
159
KRM Wealth Management
Nevada
$6.78M +$415K +13,850 +6%
MG
160
Mather Group
Illinois
$6.76M +$49.7K +1,657 +0.7%
UCFA
161
United Capital Financial Advisors
Texas
$6.75M -$670K -22,349 -9%
AF
162
Allworth Financial
California
$6.71M -$76.6K -2,555 -1%
FLFS
163
Family Legacy Financial Solutions
North Carolina
$6.37M +$261K +8,709 +4%
BWM
164
Bernard Wealth Management
Michigan
$6.37M -$8.66K -289 -0.1%
FTS
165
Fifth Third Securities
Ohio
$6.21M +$200K +6,687 +3%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$6.2M +$164K +5,469 +3%
LPAM
167
Lodestar Private Asset Management
California
$6.17M +$134K +4,462 +2%
WF
168
Womack Financial
Texas
$6.14M +$73.3K +2,447 +1%
PA
169
PFG Advisors
Arizona
$6.06M +$1.45M +48,263 +30%
MWP
170
Meriwether Wealth & Planning
Louisiana
$5.95M +$260K +8,686 +4%
FFG
171
Floyd Financial Group
Missouri
$5.93M -$9.41K -314 -0.2%
WMWM
172
Wilkins Miller Wealth Management
Alabama
$5.91M +$80.9K +2,699 +1%
CIC
173
Cutler Investment Counsel
Oregon
$5.87M +$578K +19,283 +11%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$5.84M +$2.64M +88,028 +78%
CCM
175
Chilton Capital Management
Texas
$5.84M -$155K -5,180 -3%