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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
201
Sage Financial Management Group
Virginia
$3.51M +$207K +10,082 +6%
CB
202
Community Bank
New York
$3.47M +$55.8K +2,724 +2%
MWM
203
Mission Wealth Management
California
$3.45M -$54.8K -2,676 -2%
C
204
CEDRUS
Colorado
$3.43M +$364K +17,764 +12%
RRC
205
Relaxing Retirement Coach
Massachusetts
$3.41M -$2.71K -132 -0.1%
PFWA
206
Paces Ferry Wealth Advisors
Georgia
$3.36M -$195K -9,532 -5%
CCM
207
Chilton Capital Management
Texas
$3.34M -$80.4K -3,924 -2%
IWMA
208
Ironwood Wealth Management (Arizona)
Arizona
$3.32M +$2.27M +110,550 +207%
DWM
209
Destination Wealth Management
California
$3.32M +$708K +34,552 +27%
CCWA
210
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.32M +$3.36M +163,834 New
FTS
211
Fifth Third Securities
Ohio
$3.29M +$105K +5,140 +3%
YIA
212
YHB Investment Advisors
Connecticut
$3.26M -$50.5K -2,464 -2%
CFA
213
Cahill Financial Advisors
Minnesota
$3.24M -$830K -40,490 -20%
LPIC
214
LeJeune Puetz Investment Counsel
Michigan
$3.18M +$1.93K +94 +0.1%
NF
215
Nikulski Financial
Iowa
$3.16M +$89.1K +4,350 +3%
FCM
216
Fortis Capital Management
Washington
$3.15M +$702K +34,236 +28%
CWM
217
Chesapeake Wealth Management
Virginia
$3.12M +$15.2K +742 +0.5%
TFF
218
The Family Firm
Maryland
$3.08M +$16K +780 +0.5%
ECM
219
Evergreen Capital Management
Washington
$3.07M +$638K +31,136 +26%
SF
220
Safeguard Financial
Wisconsin
$3.06M +$426K +20,808 +16%
MS
221
Madden Securities
Texas
$3.05M +$1.49M +72,832 +94%
LIM
222
Leavell Investment Management
Alabama
$2.98M -$1.52K -74 -0.1%
PFM
223
Parsec Financial Management
North Carolina
$2.97M +$45.3K +2,212 +2%
PWA
224
Providence Wealth Advisors
Illinois
$2.96M -$77.3K -3,774 -3%
LPAM
225
Lodestar Private Asset Management
California
$2.95M +$2.98M +145,464 New