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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Elmwood Wealth Management
California
$1.64M +$4.09K +160 +0.3%
CFIA
327
Cantor Fitzgerald Investment Advisors
New York
$1.64M -$2.38M -93,124 -60%
BAM
328
Berkshire Asset Management
Pennsylvania
$1.64M +$6.34K +248 +0.4%
HA
329
Harborview Advisors
Maine
$1.63M -$188K -7,364 -11%
PFC
330
Phocas Financial Corp
California
$1.63M -$1.13K -44 -0.1%
GWM
331
Greenhouse Wealth Management
Connecticut
$1.62M +$3.38K +132 +0.2%
DAS
332
Dynamic Advisor Solutions
Arizona
$1.61M -$324K -12,676 -17%
ACP
333
Arcus Capital Partners
Georgia
$1.59M -$10.9K -428 -0.7%
FBB
334
Fulton Breakefield Broenniman
Maryland
$1.59M -$44.8K -1,752 -3%
CFG
335
Citizens Financial Group
Rhode Island
$1.54M +$42.6K +1,668 +3%
PGFC
336
Peapack-Gladstone Financial Corp
New Jersey
$1.54M +$94.5K +3,696 +7%
WPA
337
West Paces Advisors
Georgia
$1.52M -$59.7K -2,336 -4%
CAM
338
Cresset Asset Management
Illinois
$1.51M +$288K +11,284 +24%
SAF
339
Smith Anglin Financial
Texas
$1.47M -$52.3K -2,044 -3%
OC
340
Oarsman Capital
Wisconsin
$1.47M -$2.56K -100 -0.2%
TFA
341
Trinity Financial Advisors
Ohio
$1.47M -$232K -9,072 -7%
IA
342
IFP Advisors
Florida
$1.47M +$111K +4,356 +8%
WCWM
343
Wooster Corthell Wealth Management
Connecticut
$1.46M -$283K -11,088 -16%
CWM
344
Cedar Wealth Management
California
$1.46M -$257K -10,060 -15%
PFM
345
Phillips Financial Management
Indiana
$1.46M +$1.44M +56,148 New
APA
346
American Portfolios Advisors
New York
$1.46M +$16.7K +652 +1%
QCG
347
Quadrant Capital Group
Ohio
$1.45M -$16.5K -644 -1%
BCM
348
Brookstone Capital Management
Illinois
$1.44M +$1.45M +56,628 New
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$77.7K +3,040 +6%
RIM
350
Rockbridge Investment Management
New York
$1.42M -$79.9K -3,124 -5%