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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
551
Avantax Planning Partners
Iowa
$561K -$17.6K -746 -3%
VHAM
552
Van Hulzen Asset Management
California
$559K -$18.4K -780 -3%
WWM
553
Windsor Wealth Management
Indiana
$552K -$11.8K -502 -2%
Fisher Asset Management
554
Fisher Asset Management
Washington
$545K +$194K +8,222 +56%
FAG
555
Fortitude Advisory Group
Washington
$542K +$51.6K +2,184 +11%
DP
556
DDD Partners
Washington
$541K +$30.2K +1,278 +6%
BIM
557
Baldwin Investment Management
Pennsylvania
$539K -$54.5K -2,308 -9%
EWM
558
Evermay Wealth Management
Virginia
$536K -$18.9K -800 -3%
FC
559
Forte Capital
New York
$534K -$246K -10,428 -50%
BO
560
BRR OpCo
Ohio
$533K -$102K -4,300 -16%
Bank of New York Mellon
561
Bank of New York Mellon
New York
$530K +$50.6K +2,142 +11%
VCP
562
Vista Capital Partners
Oregon
$526K +$117K +4,940 +29%
ACM
563
Armbruster Capital Management
New York
$523K -$23.6K -1,000 -4%
MFA
564
Mayflower Financial Advisors
Massachusetts
$520K +$335K +14,180 +182%
BFA
565
Beacon Financial Advisory
Ohio
$515K +$195K +8,246 +61%
WCM
566
Wealthcare Capital Management
Virginia
$511K -$70.7K -2,996 -12%
EH
567
Equitable Holdings
New York
$505K +$35.4K +1,498 +8%
MWM
568
Madison Wealth Management
Ohio
$498K +$2.36K +100 +0.5%
NL
569
NWAM LLC
Washington
$494K -$183K -7,756 -27%
TAM
570
Townsend Asset Management
North Carolina
$494K -$18.5K -784 -4%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$494K +$18.2K +772 +4%
HWMA
572
Heritage Wealth Management (Arizona)
Arizona
$493K +$492K +20,824 New
PCM
573
Parsons Capital Management
Rhode Island
$491K +$65.4K +2,772 +15%
LB
574
Legacy Bridge
Iowa
$489K
PHIC
575
Pine Haven Investment Counsel
Massachusetts
$487K -$18.9K -800 -4%