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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
501
BLB&B Advisors
Pennsylvania
$515K +$65.3K +3,120 +13%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$514K +$58.4K +2,792 +11%
MFG
503
Merit Financial Group
Georgia
$512K +$5.02K +240 +0.9%
EH
504
Equitable Holdings
New York
$511K +$21.9K +1,048 +4%
BIA
505
Bigelow Investment Advisors
Maine
$510K -$15.5K -740 -3%
GIA
506
GHP Investment Advisors
Colorado
$503K -$9.04K -432 -2%
EWM
507
Evermay Wealth Management
Virginia
$503K +$35.6K +1,700 +7%
AO
508
Advisor OS
Illinois
$502K
SBIA
509
Sheaff Brock Investment Advisors
Indiana
$501K
WIA
510
World Investment Advisors
California
$490K +$1.09K +52 +0.2%
AFA
511
American Financial Advisors
Georgia
$490K +$12.7K +606 +2%
VFA
512
Valeo Financial Advisors
Indiana
$484K -$418 -20 -0.1%
WCFA
513
Walkner Condon Financial Advisors
Wisconsin
$484K +$19.6K +936 +4%
CI
514
Cordant Inc
Oregon
$484K +$415K +19,824 +344%
CCM
515
Condor Capital Management
New Jersey
$481K -$36K -1,722 -6%
SFO
516
Stokes Family Office
Louisiana
$478K +$1.51K +72 +0.3%
DP
517
DDD Partners
Washington
$475K +$25.1K +1,200 +5%
BlackRock
518
BlackRock
New York
$474K -$186K -8,894 -26%
DBRC
519
D.B. Root & Company
Pennsylvania
$473K -$61.6K -2,946 -11%
AWE
520
Avidian Wealth Enterprises
Texas
$469K -$575K -27,494 -53%
LFA
521
Landmark Financial Advisors
Kentucky
$468K -$25.2K -1,204 -5%
BO
522
BRR OpCo
Ohio
$465K +$52.9K +2,530 +11%
CIR
523
Clear Investment Research
Georgia
$462K
CA
524
Capital Advantage
California
$459K +$2.38K +114 +0.5%
US Bancorp
525
US Bancorp
Minnesota
$459K +$71.2K +3,406 +16%