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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
CWH Capital Management
Washington
$5.11M +$2.13M +154,800 +63%
GAM
27
Gemmer Asset Management
California
$4.82M -$97.2K -7,060 -2%
VFS
28
VSR Financial Services
Kansas
$4.66M -$493K -35,812 -9%
NIC
29
Northwest Investment Counselors
Oregon
$4.58M -$59.6K -4,328 -1%
SAM
30
Summit Asset Management
Tennessee
$4.4M +$283K +20,552 +6%
GA
31
Gateway Advisory
New Jersey
$4.37M +$1.51M +109,824 +47%
HP
32
HT Partners
Connecticut
$4.36M -$1.24M -89,992 -21%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.35M +$925K +67,224 +24%
EK
34
Evensky & Katz
Florida
$4.22M -$996K -72,364 -18%
MAS
35
Madden Advisory Services
Florida
$4.21M +$495K +35,976 +12%
NDSI
36
Newman Dignan & Sheerar Inc
Rhode Island
$4.14M +$244K +17,708 +6%
Wells Fargo
37
Wells Fargo
California
$4M -$5.68M -412,552 -57%
LPL Financial
38
LPL Financial
California
$3.82M -$2.03M -147,784 -34%
QI
39
QS Investors
New York
$3.7M +$2.98M +216,644 +289%
EHPM
40
Emery Howard Portfolio Management
California
$3.69M +$541K +39,316 +16%
Goldman Sachs
41
Goldman Sachs
New York
$3.65M +$3.95M +287,116 New
AWM
42
Avior Wealth Management
Nebraska
$3.56M +$107K +7,804 +3%
NPC
43
National Planning Corporation
California
$3.47M +$110K +8,024 +3%
SFS
44
Summit Financial Strategies
Ohio
$3.27M +$9.75K +708 +0.3%
CFA
45
Cahill Financial Advisors
Minnesota
$3.24M +$7.71K +560 +0.2%
Citigroup
46
Citigroup
New York
$2.92M -$2.36M -171,560 -43%
PFM
47
Parsec Financial Management
North Carolina
$2.91M +$62.4K +4,536 +2%
SIA
48
Starfire Investment Advisers
Michigan
$2.88M -$48.1K -3,496 -2%
TCM
49
Tradewinds Capital Management
Washington
$2.84M +$125K +9,080 +4%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2.69M +$92.3K +6,708 +3%