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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BCS Wealth Management
Tennessee
$4.7M -$589K -24,932 -11%
BA
177
Ballast Advisors
Minnesota
$4.68M +$84.2K +3,566 +2%
WTC
178
WhitTier Trust Company
Nevada
$4.68M -$82.7K -3,504 -2%
NDSI
179
Newman Dignan & Sheerar Inc
Rhode Island
$4.63M +$127K +5,362 +3%
ATWA
180
Arbor Trust Wealth Advisors
Michigan
$4.59M +$170K +7,214 +4%
PP
181
PrairieView Partners
Minnesota
$4.52M +$149K +6,332 +3%
SKK
182
Shepherd Kaplan Krochuk
Massachusetts
$4.4M -$532K -22,532 -11%
MWA
183
Martel Wealth Advisors
Washington
$4.4M +$77.9K +3,298 +2%
SS
184
Sunbelt Securities
Texas
$4.38M +$33.7K +1,428 +0.8%
EE
185
EWG Elevate
California
$4.36M +$200K +8,480 +5%
C1AG
186
Client 1st Advisory Group
Florida
$4.31M +$46.9K +1,986 +1%
GC
187
Grimes & Company
Massachusetts
$4.3M -$2.65M -112,394 -38%
SW
188
Simplicity Wealth
New Jersey
$4.29M -$1.38M -58,470 -24%
DI
189
Diligent Investors
California
$4.26M +$97.7K +4,140 +2%
CCM
190
Chilton Capital Management
Texas
$4.22M +$25.2K +1,068 +0.6%
EWA
191
EP Wealth Advisors
California
$4.12M -$139K -5,892 -3%
PAI
192
Pittenger & Anderson Inc
Nebraska
$4.11M +$393K +16,660 +11%
VC
193
Veery Capital
Delaware
$4.11M -$686K -29,070 -14%
PWM
194
Provident Wealth Management
Tennessee
$4.09M +$1.34M +56,732 +49%
Goldman Sachs
195
Goldman Sachs
New York
$4.09M -$2.06M -87,206 -34%
BRWA
196
B. Riley Wealth Advisors
Florida
$4.09M -$145K -6,160 -3%
PS
197
Planned Solutions
California
$4.08M +$347K +14,698 +9%
RRC
198
Relaxing Retirement Coach
Massachusetts
$4.03M -$23.8K -1,008 -0.6%
BWFA
199
Baltimore-Washington Financial Advisors
Maryland
$4.03M +$11.5K +486 New
RJA
200
Raymond James & Associates
Florida
$4.02M +$225K +9,518 +6%