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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
376
Kiley Juergens Wealth Management
Washington
$1.24M -$12.5K -488 -1%
HIC
377
Holderness Investments Company
North Carolina
$1.23M -$1.33K -52 -0.1%
Wealthfront Advisers
378
Wealthfront Advisers
California
$1.22M +$1.2M +46,908 New
APG
379
Abacus Planning Group
South Carolina
$1.22M -$38.1K -1,492 -3%
EWM
380
Evermay Wealth Management
Virginia
$1.22M +$20.5K +800 +2%
KWM
381
Kingsview Wealth Management
Oregon
$1.21M -$92.4K -3,616 -7%
CCWA
382
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M
NGA
383
Naples Global Advisors
Florida
$1.2M +$93.3K +3,648 +9%
PSIWM
384
Paradigm Strategies in Wealth Management
Minnesota
$1.19M -$114K -4,460 -9%
Chevy Chase Trust
385
Chevy Chase Trust
Maryland
$1.19M -$7.57K -296 -0.6%
FG
386
Foster Group
Iowa
$1.19M +$1.43K +56 +0.1%
BCP
387
Blackhawk Capital Partners
Wisconsin
$1.19M +$1.22M +47,564 New
CBFP
388
Cedar Brook Financial Partners
Ohio
$1.18M +$1.16M +45,212 New
OPWM
389
Oakwell Private Wealth Management
Texas
$1.15M -$21.6K -844 -2%
FSWA
390
Financial Synergies Wealth Advisors
Texas
$1.15M -$13.5K -528 -1%
BI
391
Blooom Inc
Kansas
$1.14M +$456K +17,844 +69%
FWP
392
FAS Wealth Partners
Kansas
$1.14M +$90K +3,520 +9%
PCWA
393
Pacific Capital Wealth Advisors
California
$1.14M +$472K +18,476 +74%
MG
394
MilWealth Group
Wisconsin
$1.13M
WIC
395
Woodmont Investment Counsel
Tennessee
$1.13M
FNBT
396
FineMark National Bank & Trust
Florida
$1.13M +$1.64K +64 +0.1%
SG
397
StoneX Group
New York
$1.12M +$160K +6,260 +17%
FWP
398
Firethorn Wealth Partners
Georgia
$1.12M +$152K +5,940 +16%
RC
399
Roundview Capital
New Jersey
$1.12M +$1.13K +44 +0.1%
DTIM
400
Danda Trouve Investment Management
Kansas
$1.09M -$2.35K -92 -0.2%