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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
526
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$887K -$142K -5,331 -13%
WIC
527
Woodmont Investment Counsel
Tennessee
$887K -$4.79K -180 -0.5%
TWP
528
Tempus Wealth Planning
California
$886K +$15.8K +595 +2%
RSWM
529
Robertson Stephens Wealth Management
California
$885K +$4.58K +172 +0.5%
LTL
530
Lowery Thomas LLC
California
$876K +$15.2K +572 +2%
VCM
531
Virtue Capital Management
Tennessee
$871K -$39.1K -1,470 -4%
BBA
532
BLB&B Advisors
Pennsylvania
$870K -$170K -6,403 -16%
NL
533
NWAM LLC
Washington
$863K -$3.41K -128 -0.4%
CFIA
534
Cantor Fitzgerald Investment Advisors
New York
$861K -$14.2K -532 -2%
WAG
535
Windsor Advisory Group
Ohio
$855K +$880K +33,069 New
PWM
536
Pinnacle Wealth Management
California
$841K +$196K +7,374 +29%
CWA
537
Clearview Wealth Advisors
Oregon
$816K +$9.37K +352 +1%
FWI
538
Facet Wealth Inc
Maryland
$812K -$862K -32,397 -52%
TCM
539
Twele Capital Management
Minnesota
$802K +$19.7K +739 +2%
GJIA
540
Glass Jacobson Investment Advisors
Maryland
$802K -$532 -20 -0.1%
BDFN
541
Bond & Devick Financial Network
Minnesota
$801K -$414K -15,561 -50%
CGA
542
Crescent Grove Advisors
Illinois
$800K -$745 -28 -0.1%
ASN
543
Advisory Services Network
Georgia
$798K +$3.73K +140 +0.5%
SG
544
StoneX Group
New York
$796K +$22K +825 +3%
PSIWM
545
Paradigm Strategies in Wealth Management
Minnesota
$793K -$5.96K -224 -0.7%
APSI
546
Asset Planning Services Inc
Louisiana
$792K +$14.6K +550 +2%
Vanguard Capital Wealth Advisors
547
Vanguard Capital Wealth Advisors
Colorado
$792K +$106K +3,978 +15%
FWA
548
FSM Wealth Advisors
Ohio
$789K +$66K +2,481 +9%
YIA
549
YHB Investment Advisors
Connecticut
$788K -$25.6K -963 -3%
PCM
550
Parsons Capital Management
Rhode Island
$786K +$19.7K +741 +2%