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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marquette Asset Management
Minnesota
$7.01M -$19.5K -1,376 -0.3%
SI
27
SII Investments
Wisconsin
$6.58M +$752K +53,020 +13%
NIC
28
Northwest Investment Counselors
Oregon
$6.34M +$230K +16,212 +4%
EHPM
29
Emery Howard Portfolio Management
California
$6.04M +$120K +8,448 +2%
Ameriprise
30
Ameriprise
Minnesota
$5.98M +$605K +42,644 +11%
WCWM
31
Wooster Corthell Wealth Management
Connecticut
$5.86M -$291K -20,524 -5%
CCM
32
CWH Capital Management
Washington
$5.85M -$1.47M -103,460 -20%
PFG
33
Piershale Financial Group
Illinois
$5.8M +$1.49M +105,112 +35%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$5.79M -$107K -7,528 -2%
ACM
35
Avalon Capital Management
California
$5.78M +$3.01M +212,524 +112%
MAS
36
Madden Advisory Services
Florida
$5.33M +$185K +13,016 +4%
PA
37
Planning Alternatives
Michigan
$5.23M -$87.1K -6,140 -2%
PMG
38
ProVise Management Group
Florida
$5.18M +$142K +10,028 +3%
SFS
39
Summit Financial Strategies
Ohio
$5.18M +$225K +15,864 +5%
BFG
40
Bouchey Financial Group
New York
$4.69M -$992K -69,904 -18%
SBL
41
Sargent Bickham Lagudis
Colorado
$4.55M -$1.07M -75,572 -19%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.45M -$315K -22,212 -7%
SJIM
43
St. Johns Investment Management
Florida
$4.44M +$3.49M +246,200 +395%
ADL
44
Asset Dedication LLC
California
$4.35M +$118K +8,296 +3%
CFA
45
Cahill Financial Advisors
Minnesota
$4.2M +$11.3K +796 +0.3%
UCFA
46
United Capital Financial Advisors
Texas
$4.04M -$505K -35,576 -11%
AWM
47
Avior Wealth Management
Nebraska
$3.96M +$37.9K +2,672 +1%
NDSI
48
Newman Dignan & Sheerar Inc
Rhode Island
$3.81M +$75.2K +5,304 +2%
NSAM
49
North Star Asset Management
Wisconsin
$3.72M +$99.9K +7,040 +3%
NPC
50
National Planning Corporation
California
$3.64M +$66.3K +4,672 +2%