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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
576
Waterloo Capital
Texas
$560K +$3.75K +158 +0.7%
AL
577
ACAS LLC
California
$559K -$22.9K -964 -4%
FWM
578
Finer Wealth Management
Massachusetts
$559K +$279K +11,760 +100%
ZF
579
Zhang Financial
Michigan
$559K +$239K +10,070 +75%
WF
580
Warner Financial
Maryland
$556K +$65.6K +2,768 +13%
FSWA
581
Financial Synergies Wealth Advisors
Texas
$551K -$30.1K -1,268 -5%
FAM
582
Formidable Asset Management
Ohio
$548K +$547K +23,096 New
WCFA
583
Walkner Condon Financial Advisors
Wisconsin
$548K -$2.37K -100 -0.4%
FC
584
Forte Capital
New York
$548K -$30K -1,264 -5%
HI
585
Hendershot Investments
Virginia
$547K +$10.4K +440 +2%
BIA
586
Bigelow Investment Advisors
Maine
$544K
MCC
587
Money Concepts Capital
Florida
$544K -$108K -4,560 -17%
CFD
588
Creative Financial Designs
Indiana
$543K -$40.3K -1,700 -7%
LFAS
589
Level Four Advisory Services
Texas
$543K -$83.9K -3,538 -13%
AWA
590
Acorn Wealth Advisors
Michigan
$542K -$37.2K -1,568 -6%
BFA
591
Beaumont Financial Advisors
Massachusetts
$536K -$17.1K -722 -3%
DWM
592
Dechtman Wealth Management
Colorado
$535K
CCM
593
Condor Capital Management
New Jersey
$530K -$3.32K -140 -0.6%
Chevy Chase Trust
594
Chevy Chase Trust
Maryland
$524K -$48.2K -2,032 -8%
MCM
595
Mitchell Capital Management
Kansas
$523K -$89K -3,754 -15%
ACM
596
Armbruster Capital Management
New York
$522K -$711 -30 -0.1%
MOS
597
MGO One Seven
Ohio
$521K +$103K +4,356 +25%
MCCA
598
Mill Creek Capital Advisors
Pennsylvania
$520K +$212K +8,950 +69%
LIWM
599
Long Island Wealth Management
New York
$517K -$47 -2 -0%
CA
600
Capital Advantage
California
$516K +$332 +14 +0.1%