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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$486K +$49.2K +2,300 +10%
WCFA
527
Walkner Condon Financial Advisors
Wisconsin
$481K +$43 +2 +0%
CWA
528
Cornerstone Wealth Advisors
Minnesota
$478K -$26.2K -1,224 -5%
JC
529
Jentner Corp
Ohio
$477K -$34.2K -1,600 -6%
CIR
530
Clear Investment Research
Georgia
$476K -$4.06K -190 -0.8%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$475K +$369K +17,284 +243%
MHB
532
Midwest Heritage Bank
Iowa
$474K -$90.7K -4,244 -15%
SAM
533
Strategic Asset Management
Minnesota
$473K +$43 +2 +0%
MPM
534
Meritage Portfolio Management
Kansas
$472K -$2.56K -120 -0.5%
BBA
535
BLB&B Advisors
Pennsylvania
$471K -$12.3K -576 -2%
CA
536
Capital Advantage
California
$471K +$2.91K +136 +0.6%
DP
537
DDD Partners
Washington
$466K +$22.8K +1,066 +5%
BIM
538
Baldwin Investment Management
Pennsylvania
$466K +$24.4K +1,142 +5%
SWM
539
Selective Wealth Management
Virginia
$464K +$437K +20,458 +608%
LIA
540
LBMC Investment Advisors
Tennessee
$456K +$154K +7,220 +45%
FAG
541
Fortitude Advisory Group
Washington
$454K +$8.47K +396 +2%
ACMA
542
Arbor Capital Management (Alaska)
Alaska
$453K -$26.6K -1,246 -5%
APP
543
Avantax Planning Partners
Iowa
$442K -$21.7K -1,016 -4%
CFD
544
Creative Financial Designs
Indiana
$435K -$141K -6,580 -23%
BO
545
BRR OpCo
Ohio
$431K -$8.89K -416 -2%
ACM
546
Armbruster Capital Management
New York
$430K
PCM
547
Parsons Capital Management
Rhode Island
$430K +$28.4K +1,330 +6%
VCP
548
Vista Capital Partners
Oregon
$429K -$3.98K -186 -0.8%
MWM
549
Madison Wealth Management
Ohio
$427K +$18.2K +850 +4%
WCM
550
Wealthcare Capital Management
Virginia
$421K +$43 +2 +0%