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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
Sunbelt Securities
Texas
$4.18M +$263K +12,220 +6%
PS
177
Planned Solutions
California
$4.16M +$159K +7,382 +4%
BA
178
Ballast Advisors
Minnesota
$4.12M -$87K -4,046 -2%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$4.1M +$57.5K +2,676 +3%
LA
180
LVW Advisors
New York
$4.08M +$338K +15,744 +9%
JCM
181
Jacobsen Capital Management
Utah
$4.03M +$71.3K +3,318 +2%
ACA
182
Aspire Capital Advisors
Washington
$4.03M -$324K -15,090 -7%
PWM
183
Provident Wealth Management
Tennessee
$4.02M -$36.8K -1,714 -0.9%
GG
184
Gleason Group
Kentucky
$4.01M -$1.16M -53,752 -22%
BAMG
185
Brand Asset Management Group
Missouri
$3.97M -$623K -28,974 -13%
Stifel Financial
186
Stifel Financial
Missouri
$3.92M +$86.1K +4,006 +2%
B
187
Bensler
Washington
$3.86M -$227K -10,582 -5%
PP
188
PrairieView Partners
Minnesota
$3.85M -$88.1K -4,100 -2%
ACM
189
Anfield Capital Management
California
$3.85M +$435K +20,240 +12%
EE
190
EWG Elevate
California
$3.84M -$31.1K -1,448 -0.8%
JJBC
191
James J. Burns & Company
New York
$3.82M +$1.52M +70,900 +64%
SFC
192
Strategic Financial Concepts
Texas
$3.76M +$3.85M +179,246 New
PFWA
193
Paces Ferry Wealth Advisors
Georgia
$3.74M +$274K +12,734 +8%
DAS
194
Dynamic Advisor Solutions
Arizona
$3.74M +$1.85M +85,884 +93%
DI
195
Diligent Investors
California
$3.74M +$5.72K +266 +0.1%
EGWAG
196
Elwood & Goetz Wealth Advisory Group
Georgia
$3.69M -$361K -16,808 -9%
LWM
197
Liberty Wealth Management
California
$3.61M +$3.58M +166,704 New
JP Morgan Chase
198
JP Morgan Chase
New York
$3.6M -$2.1M -97,838 -36%
SLT
199
St Louis Trust
Missouri
$3.52M -$572K -26,592 -14%
WA
200
WBH Advisory
Maryland
$3.52M +$3.61M +167,824 New