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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
501
Voisard Asset Management Group
Michigan
$854K +$762K +36,152 New
Prudential Financial
502
Prudential Financial
New Jersey
$849K +$229K +10,866 +43%
SFG
503
SNS Financial Group
Minnesota
$842K -$55K -2,608 -7%
KC
504
Kades & Cheifetz
Pennsylvania
$832K +$7.17K +340 +1%
SIC
505
Sigma Investment Counselors
Michigan
$830K +$40.3K +1,912 +6%
SG
506
StoneX Group
New York
$823K -$145K -6,870 -16%
IFA
507
Index Fund Advisors
California
$820K +$3.33K +158 +0.5%
RWIA
508
Roger Wittlin Investment Advisory
California
$819K +$3.79K +180 +0.5%
PSIWM
509
Paradigm Strategies in Wealth Management
Minnesota
$817K -$2.49K -118 -0.3%
PNC Financial Services Group
510
PNC Financial Services Group
Pennsylvania
$807K +$11.7K +556 +2%
YIA
511
YHB Investment Advisors
Connecticut
$797K -$116K -5,488 -14%
LTL
512
Lowery Thomas LLC
California
$797K +$41.1K +1,952 +6%
FPCG
513
Fort Pitt Capital Group
Pennsylvania
$796K +$711K +33,712 New
ZF
514
Zhang Financial
Michigan
$795K +$54.4K +2,580 +8%
DCM
515
Donaldson Capital Management
Indiana
$791K +$127K +6,042 +22%
WP
516
WealthPLAN Partners
Nebraska
$789K -$1.31K -62 -0.2%
CG
517
Cynosure Group
Utah
$786K +$24.4K +1,158 +4%
MOS
518
MGO One Seven
Ohio
$777K +$693K +32,884 New
VCM
519
Virtue Capital Management
Tennessee
$776K -$1.16M -55,168 Closed
TWP
520
Tempus Wealth Planning
California
$775K +$71.1K +3,374 +11%
LGWM
521
Litman Gregory Wealth Management
California
$774K +$21.8K +1,034 +3%
RW
522
Rede Wealth
Virginia
$760K +$678K +32,178 New
DWM
523
Dechtman Wealth Management
Colorado
$753K +$3.54K +168 +0.5%
FSWA
524
Financial Synergies Wealth Advisors
Texas
$752K +$146K +6,944 +23%
SAM
525
S.A. Mason
Michigan
$751K -$89.2K -4,230 -12%