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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Evermay Wealth Management
Virginia
$548K -$88.4K -2,674 -15%
FCA
777
Fortis Capital Advisors
Kansas
$547K -$27K -817 -5%
SOS
778
Silver Oak Securities
Tennessee
$544K -$52.2K -1,579 -9%
BFC
779
Bedel Financial Consulting
Indiana
$544K -$2.54K -77 -0.5%
SWM
780
Stockman Wealth Management
Montana
$543K -$159K -4,813 -24%
KFS
781
Kaizen Financial Strategies
California
$541K +$34.5K +1,043 +7%
CW
782
CreativeOne Wealth
Kansas
$539K -$11.8K -358 -2%
IIA
783
Integrity Investment Advisors
Colorado
$538K +$595 +18 +0.1%
BIA
784
Bigelow Investment Advisors
Maine
$537K -$47.2K -1,427 -9%
RWA
785
Redhawk Wealth Advisors
Minnesota
$537K -$120K -3,627 -20%
WCFA
786
Walkner Condon Financial Advisors
Wisconsin
$535K +$84.5K +2,556 +21%
CA
787
Continuum Advisory
Idaho
$535K -$7.2K -218 -1%
EK
788
Evensky & Katz
Florida
$534K -$36.2K -1,096 -7%
FCP
789
Fidelis Capital Partners
Florida
$534K – – –
FCU
790
Financial Concepts Unlimited
Maine
$533K +$1.52K +46 +0.3%
RA
791
Ruggaard & Associates
Ohio
$531K – – –
XWL
792
XXI Wealth LLC
Illinois
$527K – – –
HWA
793
HCR Wealth Advisors
California
$526K +$66 +2 +0%
JWM
794
Jeppson Wealth Management
California
$526K -$6.61K -200 -1%
SWA
795
Sax Wealth Advisors
New Jersey
$524K +$347K +10,513 +140%
AWA
796
Arkadios Wealth Advisors
Georgia
$517K -$45.7K -1,382 -9%
HWA
797
Heritage Wealth Architects
Minnesota
$516K -$9.75K -295 -2%
CCA
798
Clarity Capital Advisors
Florida
$515K +$1.35K +41 +0.3%
BFG
799
Berger Financial Group
Minnesota
$514K +$66 +2 +0%
KF
800
Ketron Financial
California
$513K +$12K +363 +3%