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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
201
Mach-1 Financial Group
Arkansas
$4.89M +$4.68M +175,135 New
CWM
202
Chesapeake Wealth Management
Virginia
$4.86M +$195K +7,285 +4%
AWM
203
Apollon Wealth Management
South Carolina
$4.79M +$1.22M +45,665 +36%
CAM
204
Cresset Asset Management
Illinois
$4.76M -$263K -9,851 -5%
VAF
205
Values Added Financial
District of Columbia
$4.74M +$266K +9,945 +6%
AIM
206
Anchor Investment Management
South Carolina
$4.73M +$68.2K +2,552 +2%
KF
207
K2 Financial
California
$4.58M -$6.18K -231 -0.1%
ULWM
208
Upper Left Wealth Management
Florida
$4.54M -$400K -14,974 -8%
CFG
209
Certior Financial Group
Pennsylvania
$4.41M +$234K +8,766 +6%
FA
210
FF Advisors
California
$4.4M +$360K +13,450 +9%
RA
211
Riversedge Advisors
Delaware
$4.39M -$1.1M -41,033 -21%
AAS
212
Asset Allocation Strategies
Michigan
$4.36M +$406K +15,176 +11%
CWG
213
Cornerstone Wealth Group
North Carolina
$4.35M -$361K -13,502 -8%
MBI
214
May Barnhard Investments
Maryland
$4.35M -$1.09M -40,670 -21%
NRI
215
NFP Retirement Inc
California
$4.17M -$125K -4,679 -3%
RI
216
Rinkey Investments
California
$4.11M
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$4.09M +$176K +6,572 +5%
LCM
218
Leisure Capital Management
California
$4.06M -$11K -411 -0.3%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$4.02M -$356K -13,302 -8%
WA
220
Wealth Architects
California
$4.01M
WA
221
WBH Advisory
Maryland
$3.98M -$78.9K -2,949 -2%
AQR Capital Management
222
AQR Capital Management
Connecticut
$3.97M +$450K +16,838 +13%
LWM
223
Lighthouse Wealth Management
Ohio
$3.97M -$191K -7,138 -5%
PAI
224
Pittenger & Anderson Inc
Nebraska
$3.95M -$80.7K -3,017 -2%
GSIS
225
Global Strategic Investment Solutions
Arizona
$3.95M -$802 -30 -0%