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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mission Wealth Management
California
$5.04M -$436K -15,435 -8%
PL
202
Plancorp LLC
Missouri
$4.98M -$20.5K -726 -0.4%
ECM
203
Evergreen Capital Management
Washington
$4.93M -$493K -17,450 -9%
Wealthfront Advisers
204
Wealthfront Advisers
California
$4.88M -$170K -6,025 -3%
AIM
205
Anchor Investment Management
South Carolina
$4.82M -$11.2K -398 -0.2%
NA
206
NewEdge Advisors
Louisiana
$4.81M -$355K -12,584 -7%
FFA
207
Farther Finance Advisors
California
$4.81M +$2.46M +86,968 +106%
VAF
208
Values Added Financial
District of Columbia
$4.8M -$36K -1,275 -0.8%
CAL
209
Capital Analysts LLC
Pennsylvania
$4.75M -$316K -11,199 -6%
Stifel Financial
210
Stifel Financial
Missouri
$4.73M -$2.24M -79,179 -32%
ULWM
211
Upper Left Wealth Management
Florida
$4.7M +$63.9K +2,264 +1%
AAS
212
Asset Allocation Strategies
Michigan
$4.68M +$236K +8,352 +5%
CFG
213
Certior Financial Group
Pennsylvania
$4.68M +$176K +6,244 +4%
RWP
214
RWA Wealth Partners
Massachusetts
$4.59M +$821K +29,081 +22%
PA
215
PFG Advisors
Arizona
$4.56M +$2.78M +98,290 +159%
FA
216
FF Advisors
California
$4.53M +$39.1K +1,386 +0.9%
AQR Capital Management
217
AQR Capital Management
Connecticut
$4.41M +$355K +12,573 +9%
CWMS
218
CFG Wealth Management Services
Indiana
$4.37M +$4.33M +153,300 New
MBI
219
May Barnhard Investments
Maryland
$4.36M -$76.8K -2,719 -2%
DF
220
Downshift Financial
Colorado
$4.34M +$4.1M +145,214 New
WA
221
WBH Advisory
Maryland
$4.26M +$197K +6,969 +5%
IWC
222
Integrated Wealth Concepts
Massachusetts
$4.23M -$4.97M -176,148 -54%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$4.22M +$47.3K +1,676 +1%
NRI
224
NFP Retirement Inc
California
$4.17M -$87.7K -3,106 -2%
RI
225
Rinkey Investments
California
$4.17M -$33K -1,167 -0.8%