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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
176
Integrated Advisors Network
Texas
$4.94M +$832K +32,144 +20%
SCM
177
Southport Capital Management
Tennessee
$4.91M +$2.11M +81,480 +74%
DB
178
Dravo Bay
Delaware
$4.89M +$5.51M +212,908 New
VNA
179
Valley National Advisers
Pennsylvania
$4.88M +$447K +17,260 +10%
APW
180
Austin Private Wealth
Texas
$4.87M +$529K +20,448 +12%
NDSI
181
Newman Dignan & Sheerar Inc
Rhode Island
$4.86M +$67.7K +2,616 +1%
FF
182
Friedenthal Financial
New Jersey
$4.79M -$370K -14,316 -7%
ATWA
183
Arbor Trust Wealth Advisors
Michigan
$4.78M +$51.9K +2,004 +1%
MTIC
184
Missouri Trust & Investment Company
Missouri
$4.75M +$4.8M +185,492 New
PP
185
PrairieView Partners
Minnesota
$4.72M -$20.7K -800 -0.4%
OWA
186
One Wealth Advisors
California
$4.68M +$841K +32,520 +22%
EFS
187
Econ Financial Services
Pennsylvania
$4.61M +$4.66M +180,208 New
C1AG
188
Client 1st Advisory Group
Florida
$4.61M -$101K -3,920 -2%
EWA
189
EP Wealth Advisors
California
$4.6M +$489K +18,884 +12%
T
190
TCWP
Ohio
$4.59M +$4.64M +179,388 New
BRWA
191
B. Riley Wealth Advisors
Florida
$4.58M +$147K +5,668 +3%
MWA
192
Martel Wealth Advisors
Washington
$4.53M -$37.5K -1,448 -0.8%
CCM
193
Chilton Capital Management
Texas
$4.53M
DI
194
Diligent Investors
California
$4.5M +$1.65M +63,864 +57%
CCWA
195
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.5M +$3.34M +129,184 +277%
EE
196
EWG Elevate
California
$4.5M +$168K +6,480 +4%
RRC
197
Relaxing Retirement Coach
Massachusetts
$4.39M -$45.7K -1,768 -1%
Stifel Financial
198
Stifel Financial
Missouri
$4.35M -$227K -8,788 -5%
FWM
199
ForthRight Wealth Management
Georgia
$4.32M +$4.36M +168,600 New
SS
200
Sunbelt Securities
Texas
$4.26M -$432K -16,684 -8%