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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BlueSky Wealth Advisors
North Carolina
$9.7M +$840K +52,220 +10%
HighTower Advisors
27
HighTower Advisors
Illinois
$9.69M +$81.2K +5,048 +0.9%
UBS Group
28
UBS Group
Switzerland
$9.67M -$423K -26,284 -4%
BWA
29
Burt Wealth Advisors
Maryland
$9.36M -$298K -18,564 -3%
AWMG
30
Alliance Wealth Management Group
New Jersey
$9.19M +$4.71M +293,016 +116%
TPW
31
Tiller Private Wealth
Pennsylvania
$8.77M -$139K -8,664 -2%
BTIS
32
BB&T Investment Services
North Carolina
$8.21M +$459K +28,564 +6%
CCM
33
CWH Capital Management
Washington
$8.21M +$2.44M +151,872 +45%
RWM
34
RKL Wealth Management
Pennsylvania
$8.17M +$1.55M +96,692 +25%
EHPM
35
Emery Howard Portfolio Management
California
$8.17M +$126K +7,820 +2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$7.74M +$878K +54,640 +13%
NIC
37
Northwest Investment Counselors
Oregon
$7.48M +$103K +6,420 +1%
AG
38
Appleton Group
Wisconsin
$7.39M -$86K -5,348 -1%
SFS
39
Summit Financial Strategies
Ohio
$7.08M +$318K +19,764 +5%
PMG
40
ProVise Management Group
Florida
$7.06M -$15.9K -992 -0.2%
Bank of America
41
Bank of America
North Carolina
$7.05M -$991K -61,616 -13%
MAS
42
Madden Advisory Services
Florida
$7M +$137K +8,500 +2%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$6.62M -$101K -6,252 -2%
SJIM
44
St. Johns Investment Management
Florida
$6.61M -$77.6K -4,828 -1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.45M +$952K +59,208 +18%
TP
46
Truvvo Partners
New York
$6.08M +$908K +56,476 +6%
AIP
47
Almanack Investment Partners
Pennsylvania
$6.04M +$4.14M +257,260 +254%
PA
48
Planning Alternatives
Michigan
$5.89M -$74.2K -4,616 -1%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.86M -$76.2K -4,740 -1%
HSA
50
HBK Sorce Advisory
Pennsylvania
$5.72M -$1.53M -94,928 -22%