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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
Paulson Wealth Management
Illinois
$1.06M -$76.8K -2,720 -7%
AF
527
Advisornet Financial
Minnesota
$1.05M +$84.3K +2,984 +9%
DCM
528
Donaldson Capital Management
Indiana
$1.04M -$113K -3,996 -10%
PCM
529
Parsons Capital Management
Rhode Island
$1.04M +$24.1K +854 +2%
SAM
530
S.A. Mason
Michigan
$1.04M +$1.98K +70 +0.2%
MSWMA
531
Market Street Wealth Management Advisors
Indiana
$1.04M -$8.19K -290 -0.8%
SWM
532
Sculati Wealth Management
Michigan
$1.03M -$2.23K -79 -0.2%
AIA
533
Armor Investment Advisors
North Carolina
$1.03M -$216K -7,636 -17%
PWA
534
Peterson Wealth Advisors
Utah
$1.03M -$154K -5,450 -13%
ACA
535
Aspire Capital Advisors
Washington
$1.02M +$280K +9,921 +38%
EPM
536
Elm Partners Management
Pennsylvania
$1.02M +$96.3K +3,412 +11%
EFM
537
Eley Financial Management
Vermont
$1M -$11.1K -392 -1%
HWMG
538
Hurlow Wealth Management Group
Indiana
$1M -$4.09K -145 -0.4%
SIC
539
Sigma Investment Counselors
Michigan
$996K -$13.9K -493 -1%
CWA
540
Clearview Wealth Advisors
Oregon
$996K +$16.3K +577 +2%
AI
541
Atria Investments
North Carolina
$994K +$507K +17,949 +106%
HR
542
Howe & Rusling
New York
$984K +$168K +5,935 +21%
IFA
543
Index Fund Advisors
California
$983K +$3.87K +137 +0.4%
KWM
544
Kingsview Wealth Management
Oregon
$956K +$50.5K +1,790 +6%
RC
545
Roundview Capital
New Jersey
$956K -$4.69K -166 -0.5%
M
546
MYeCFO
California
$948K -$36.7K -1,300 -4%
EP
547
Essential Partners
California
$944K +$73.6K +2,608 +9%
Vanguard Group
548
Vanguard Group
Pennsylvania
$939K +$185K +6,536 +25%
KNFPWM
549
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$939K +$4.09K +145 +0.4%
RWA
550
Roberts Wealth Advisors
California
$937K -$24.6K -870 -3%