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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
301
Everhart Financial Group
Ohio
$2.42M -$102K -4,820 -5%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$2.41M +$22K +1,046 +1%
JPLA
303
Joseph P. Lucia & Associates
New York
$2.4M +$59.6K +2,826 +3%
KAS
304
Kestra Advisory Services
Texas
$2.4M +$676K +32,084 +46%
RWP
305
Revolve Wealth Partners
New Jersey
$2.39M -$131K -6,226 -6%
SWM
306
SeaCrest Wealth Management
New York
$2.39M -$85.8K -4,070 -4%
EHAM
307
Eagle Harbor Asset Management
Washington
$2.37M +$206K +9,756 +11%
IRC
308
Investors Research Corp
Georgia
$2.37M -$16.7K -790 -0.8%
WP
309
WealthShield Partners
North Carolina
$2.34M -$24.2K -1,146 -1%
William Blair & Company
310
William Blair & Company
Illinois
$2.31M -$36.7K -1,740 -2%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$2.31M +$18.6K +882 +0.9%
TSWM
312
Triangle Securities Wealth Management
North Carolina
$2.25M -$1.14K -54 -0.1%
AF
313
Advisornet Financial
Minnesota
$2.25M +$144K +6,812 +8%
BRWA
314
B. Riley Wealth Advisors
Florida
$2.23M +$186K +8,828 +10%
CBFP
315
Cedar Brook Financial Partners
Ohio
$2.23M +$43.8K +2,080 +2%
HA
316
HC Advisors
Georgia
$2.21M +$105K +4,962 +6%
MWP
317
Moller Wealth Partners
$2.19M +$431K +20,440 +28%
BAM
318
Berkshire Asset Management
Pennsylvania
$2.14M -$54.3K -2,578 -3%
GW
319
GW & Wade
Massachusetts
$2.13M +$245K +11,638 +15%
CA
320
Centerpoint Advisors
Massachusetts
$2.13M
Wealthfront Advisers
321
Wealthfront Advisers
California
$2.13M +$12.7K +604 +0.7%
DWM
322
Dakota Wealth Management
Florida
$2.12M +$20K +950 +1%
LF
323
Lee Financial
Texas
$2.11M +$128K +6,052 +7%
IWM
324
IHT Wealth Management
Illinois
$2.09M +$15K +712 +0.8%
MFT
325
Moisand Fitzgerald Tamayo
Florida
$2.07M -$150K -7,116 -8%