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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
626
West Oak Capital
California
$473K +$13.1K +558 +3%
ACA
627
Aptus Capital Advisors
Alabama
$473K -$7.5K -320 -2%
ES
628
ETF Store
Kansas
$467K -$85K -3,630 -16%
RPA
629
Rock Point Advisors
Vermont
$463K +$1.55K +66 +0.4%
AC
630
Addison Capital
Pennsylvania
$461K +$439K +18,730 New
APG
631
Abacus Planning Group
South Carolina
$456K +$937 +40 +0.2%
PFBT
632
Parkside Financial Bank & Trust
Missouri
$455K +$234 +10 +0.1%
RDWM
633
Red Door Wealth Management
Tennessee
$455K +$281 +12 +0.1%
PD
634
Planning Directions
Pennsylvania
$450K +$703 +30 +0.2%
CCA
635
Criterion Capital Advisors
Tennessee
$446K -$2.2K -94 -0.5%
GWANC
636
Guardian Wealth Advisors (North Carolina)
North Carolina
$445K +$562 +24 +0.1%
VCP
637
Vista Capital Partners
Oregon
$444K -$308K -13,142 -42%
SMA
638
Seven Mile Advisory
New Jersey
$443K
TP
639
Tranquility Partners
Tennessee
$441K
VFA
640
Valeo Financial Advisors
Indiana
$440K -$88.7K -3,788 -17%
Vanguard Group
641
Vanguard Group
Pennsylvania
$440K +$150K +6,402 +56%
IAA
642
Independent Advisor Alliance
North Carolina
$436K +$168K +7,166 +68%
MOS
643
MGO One Seven
Ohio
$434K -$358K -15,262 -46%
SEM
644
Strategic Equity Management
Arizona
$431K +$411K +17,524 New
JWM
645
Jeppson Wealth Management
California
$431K -$3.51K -150 -0.8%
CAG
646
Curtis Advisory Group
California
$429K +$86.7K +3,700 +27%
TWA
647
Trellis Wealth Advisors
California
$429K
GVAG
648
Great Valley Advisor Group
Delaware
$428K +$12.5K +532 +3%
EAM
649
Evanson Asset Management
California
$426K +$890 +38 +0.2%
IW
650
Imprint Wealth
South Carolina
$425K +$408K +17,432 New