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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Essential Partners
California
$1M +$36.9K +1,232 +4%
AIA
552
Armor Investment Advisors
North Carolina
$996K -$58.2K -1,941 -5%
M
553
MYeCFO
California
$994K +$27K +900 +3%
DBFM
554
Dickmeyer Boyce Financial Management
Indiana
$986K +$1.02M +33,916 New
PCM
555
Parsons Capital Management
Rhode Island
$979K -$87.7K -2,927 -8%
ACA
556
Aspire Capital Advisors
Washington
$975K -$71.9K -2,398 -7%
DAM
557
Directional Asset Management
Illinois
$965K -$138K -4,599 -12%
KNFPWM
558
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$965K +$6.42K +214 +0.6%
CWA
559
Carolina Wealth Advisors
South Carolina
$963K -$147K -4,920 -13%
APP
560
Avantax Planning Partners
Iowa
$958K +$23.3K +777 +2%
CC
561
Climber Capital
Switzerland
$956K -$421K -14,048 -28%
WIC
562
Woodmont Investment Counsel
Tennessee
$949K -$2.73K -91 -0.3%
CPA
563
Clear Point Advisors
New York
$939K +$2.19K +73 +0.2%
SCM
564
SummitPoint Capital Management
Colorado
$927K +$975K +32,538 New
FWP
565
FAS Wealth Partners
Kansas
$918K +$4.2K +140 +0.4%
TCM
566
Twele Capital Management
Minnesota
$908K -$2.52K -84 -0.3%
BDFN
567
Bond & Devick Financial Network
Minnesota
$905K
HCM
568
Hengehold Capital Management
Ohio
$900K +$1.35K +45 +0.1%
SIS
569
Strategic Investment Solutions
Illinois
$896K -$1.98K -66 -0.2%
CAMG
570
CWA Asset Management Group
Florida
$895K +$2.19K +73 +0.2%
LIWM
571
Long Island Wealth Management
New York
$892K +$54.2K +1,809 +6%
APSI
572
Asset Planning Services Inc
Louisiana
$891K +$83.5K +2,785 +10%
CHJWM
573
Carlton Hofferkamp & Jenks Wealth Management
Texas
$886K -$1.29K -43 -0.2%
PWPS
574
Pinnacle Wealth Planning Services
Ohio
$877K
Vanguard Personalized Indexing Management
575
Vanguard Personalized Indexing Management
California
$876K +$9.02K +301 +1%