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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
576
Howe & Rusling
New York
$585K +$74.3K +3,170 +15%
WCM
577
Weaver Capital Management
Georgia
$582K +$8.2K +350 +2%
WC
578
Waterloo Capital
Texas
$577K -$646K -27,556 -54%
BFA
579
Beaumont Financial Advisors
Massachusetts
$574K +$3.51K +150 +0.6%
WCFA
580
Walkner Condon Financial Advisors
Wisconsin
$571K +$3.28K +140 +0.6%
SAF
581
Smith Anglin Financial
Texas
$570K +$87.1K +3,718 +19%
BWM
582
BNC Wealth Management
Oregon
$565K +$232K +9,882 +76%
BIA
583
Bigelow Investment Advisors
Maine
$565K +$1.41K +60 +0.3%
AL
584
ACAS LLC
California
$559K -$77K -3,286 -13%
HI
585
Hendershot Investments
Virginia
$556K +$8.76K +374 +2%
DWM
586
Dechtman Wealth Management
Colorado
$555K -$219K -9,358 -29%
CCM
587
Condor Capital Management
New Jersey
$554K -$516K -22,038 -49%
CL
588
Choreo LLC
Illinois
$549K +$132K +5,622 +34%
BFEC
589
Benjamin F. Edwards & Company
Missouri
$549K +$24.7K +1,054 +5%
ACM
590
Armbruster Capital Management
New York
$543K
SF
591
Synovus Financial
Georgia
$541K +$125K +5,324 +32%
CWA
592
Cornerstone Wealth Advisors
Minnesota
$540K -$18.1K -772 -3%
MWP
593
Meridian Wealth Partners
Pennsylvania
$539K -$5.62K -240 -1%
LIWM
594
Long Island Wealth Management
New York
$536K -$23K -980 -4%
LFG
595
Leverty Financial Group
Wisconsin
$531K +$25.3K +1,082 +5%
AWM
596
Aspire Wealth Management
Massachusetts
$531K +$1.78K +76 +0.4%
TIAA Trust, National Association
597
TIAA Trust, National Association
North Carolina
$529K +$33.7K +1,440 +7%
SPA
598
Sentinel Pension Advisors
Massachusetts
$527K +$375 +16 +0.1%
CA
599
Capital Advantage
California
$525K -$16.4K -700 -3%
WP
600
Westmount Partners
California
$523K -$78.6K -3,356 -14%