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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
176
Womack Financial
Texas
$5.02M +$211K +8,916 +5%
RA
177
Riversedge Advisors
Delaware
$5.02M -$2.24M -94,821 -32%
VFIC
178
Valley Forge Investment Consultants
Pennsylvania
$5M +$277K +11,707 +6%
CFGA
179
Cambridge Financial Group (Arizona)
Arizona
$5M -$126K -5,343 -3%
MBI
180
May Barnhard Investments
Maryland
$4.97M -$295K -12,469 -6%
MWM
181
Modera Wealth Management
New Jersey
$4.94M -$111K -4,709 -2%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$4.94M +$8.63K +365 +0.2%
MWM
183
Mission Wealth Management
California
$4.86M +$1.45M +61,215 +47%
NF
184
Nikulski Financial
Iowa
$4.85M +$259K +10,972 +6%
ASN
185
Advisory Services Network
Georgia
$4.85M +$1.83M +77,506 +70%
FLFS
186
Family Legacy Financial Solutions
North Carolina
$4.81M +$4.5M +190,269 New
CWA
187
Carolina Wealth Advisors
South Carolina
$4.8M +$11.1K +469 +0.2%
NA
188
NewEdge Advisors
Louisiana
$4.77M -$166K -7,006 -4%
IA
189
IFP Advisors
Florida
$4.75M +$144K +6,090 +3%
PAG
190
Powers Advisory Group
Illinois
$4.72M +$136K +5,750 +3%
BA
191
Ballast Advisors
Minnesota
$4.72M -$120K -5,090 -3%
JJBC
192
James J. Burns & Company
New York
$4.71M +$60.3K +2,549 +1%
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$4.69M -$74.4K -3,145 -2%
ECM
194
Evergreen Capital Management
Washington
$4.65M +$4K +169 +0.1%
AFG
195
Atomi Financial Group
New York
$4.64M -$360K -15,244 -8%
CIC
196
Cutler Investment Counsel
Oregon
$4.62M +$449K +18,991 +12%
FCM
197
Fortis Capital Management
Washington
$4.61M -$69.5K -2,940 -2%
CAM
198
Cresset Asset Management
Illinois
$4.57M -$2.46M -103,958 -37%
OCG
199
Opus Capital Group
Ohio
$4.56M +$3.02M +127,951 +244%
ULWM
200
Upper Left Wealth Management
Florida
$4.5M -$163K -6,878 -4%