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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$679K +$32.3K +1,534 +6%
PAM
552
Palisade Asset Management
Minnesota
$678K +$605K +28,690 New
MWP
553
Madison Wealth Partners
Wisconsin
$672K +$379K +17,970 +172%
MA
554
MONECO Advisors
Connecticut
$667K +$55.9K +2,652 +10%
LF
555
LifePlan Financial
Minnesota
$665K +$594K +28,172 New
FWA
556
FSM Wealth Advisors
Ohio
$663K +$360K +17,084 +155%
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$654K -$1.1K -52 -0.2%
DTC
558
Davidson Trust Company
Washington
$654K
OCM
559
One Capital Management
California
$651K +$25.7K +1,220 +5%
FC
560
FCA Corp
Texas
$648K -$32.2K -1,526 -5%
Principal Financial Group
561
Principal Financial Group
Iowa
$641K +$56.3K +2,672 +11%
CW
562
Cooksen Wealth
Texas
$640K +$571K +27,092 New
FWP
563
FAS Wealth Partners
Kansas
$637K -$18.9K -898 -3%
CA
564
Clearstead Advisors
Ohio
$637K +$298K +14,116 +110%
PCM
565
Pennsylvania Capital Management
Pennsylvania
$636K -$18.1K -858 -3%
AC
566
AlphaCore Capital
California
$634K +$2.44K +116 +0.4%
MCC
567
Money Concepts Capital
Florida
$626K +$2.28K +108 +0.4%
Envestnet Portfolio Solutions
568
Envestnet Portfolio Solutions
Illinois
$625K +$92.9K +4,408 +20%
LFAS
569
Level Four Advisory Services
Texas
$624K +$68.9K +3,270 +14%
EFA
570
Evernest Financial Advisors
Indiana
$616K +$550K +26,094 New
Chevy Chase Trust
571
Chevy Chase Trust
Maryland
$614K -$111K -5,280 -17%
AL
572
ACAS LLC
California
$614K +$17.4K +826 +3%
LWM
573
Luminvest Wealth Management
Arizona
$609K +$543K +25,776 New
MCM
574
Mitchell Capital Management
Kansas
$608K -$341K -16,180 -39%
PSF
575
Pacific Sun Financial
California
$607K -$88.1K -4,180 -14%