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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$3.75M +$2.46M +123,644 +446%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$3.72M +$3.33M +167,012 New
DWM
178
Destination Wealth Management
California
$3.68M +$2.72M +136,508 +471%
LPIC
179
LeJeune Puetz Investment Counsel
Michigan
$3.67M +$1.2K +60 +0%
JWBC
180
John W. Brooker & Co
California
$3.64M -$151K -7,572 -4%
CB
181
Community Bank
New York
$3.6M +$210K +10,572 +7%
TFF
182
The Family Firm
Maryland
$3.59M -$158K -7,928 -5%
ABC
183
Associated Banc-Corp
Wisconsin
$3.58M -$162K -8,112 -5%
EW
184
Element Wealth
Mississippi
$3.57M -$237K -11,884 -7%
EE
185
EWG Elevate
California
$3.53M -$163K -8,184 -5%
SFMG
186
Sage Financial Management Group
Virginia
$3.52M +$3.15M +158,332 New
YIA
187
YHB Investment Advisors
Connecticut
$3.49M +$185K +9,316 +6%
ATWA
188
Arbor Trust Wealth Advisors
Michigan
$3.48M +$50.7K +2,548 +2%
CFIA
189
Cantor Fitzgerald Investment Advisors
New York
$3.47M -$307K -15,400 -9%
EFG
190
Everhart Financial Group
Ohio
$3.42M +$3.06M +153,748 New
WA
191
Wealth Architects
California
$3.42M -$149K -7,480 -5%
HGWM
192
Horst & Graben Wealth Management
Oregon
$3.4M -$217K -10,884 -7%
NF
193
Nikulski Financial
Iowa
$3.36M -$31.2K -1,568 -1%
HG
194
Harbor Group
New Hampshire
$3.36M +$2.81M +141,168 New
GPFA
195
Game Plan Financial Advisors
Ohio
$3.35M +$6.61K +332 +0.2%
AWE
196
Avidian Wealth Enterprises
Texas
$3.34M +$2.99M +150,024 New
GIA
197
Gladstone Institutional Advisory
Florida
$3.33M -$1.19M -59,560 -28%
IWC
198
Integrated Wealth Concepts
Massachusetts
$3.31M +$227K +11,384 +8%
AFP
199
Ausdal Financial Partners
Iowa
$3.28M +$411K +20,656 +16%
CMBA
200
C.M. Bidwell & Associates
Hawaii
$3.27M +$28K +1,408 +1%