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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Stockman Wealth Management
Montana
$543K -$159K -4,813 -24%
KFS
777
Kaizen Financial Strategies
California
$541K +$34.5K +1,043 +7%
CW
778
CreativeOne Wealth
Kansas
$539K -$11.8K -358 -2%
IIA
779
Integrity Investment Advisors
Colorado
$538K +$595 +18 +0.1%
BIA
780
Bigelow Investment Advisors
Maine
$537K -$47.2K -1,427 -9%
RWA
781
Redhawk Wealth Advisors
Minnesota
$537K -$120K -3,627 -20%
WCFA
782
Walkner Condon Financial Advisors
Wisconsin
$535K +$84.5K +2,556 +21%
CA
783
Continuum Advisory
Idaho
$535K -$7.2K -218 -1%
EK
784
Evensky & Katz
Florida
$534K -$36.2K -1,096 -7%
FCP
785
Fidelis Capital Partners
Florida
$534K
FCU
786
Financial Concepts Unlimited
Maine
$533K +$1.52K +46 +0.3%
RA
787
Ruggaard & Associates
Ohio
$531K
XWL
788
XXI Wealth LLC
Illinois
$527K
HWA
789
HCR Wealth Advisors
California
$526K +$66 +2 +0%
JWM
790
Jeppson Wealth Management
California
$526K -$6.61K -200 -1%
SWA
791
Sax Wealth Advisors
New Jersey
$524K +$347K +10,513 +140%
AWA
792
Arkadios Wealth Advisors
Georgia
$517K -$45.7K -1,382 -9%
HWA
793
Heritage Wealth Architects
Minnesota
$516K -$9.75K -295 -2%
CCA
794
Clarity Capital Advisors
Florida
$515K +$1.35K +41 +0.3%
BFG
795
Berger Financial Group
Minnesota
$514K +$66 +2 +0%
KF
796
Ketron Financial
California
$513K +$12K +363 +3%
APW
797
Aurora Private Wealth
New Jersey
$511K -$1.39K -42 -0.3%
American Century Companies
798
American Century Companies
Missouri
$506K -$2.82M -85,263 -86%
SMA
799
Seven Mile Advisory
New Jersey
$506K
FMWA
800
Forvis Mazars Wealth Advisors
Missouri
$504K +$71.3K +2,157 +18%