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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
26
Mokosak Advisory Group
Iowa
$12.4M +$380K +21,540 +3%
LPL Financial
27
LPL Financial
California
$12.3M +$1.51M +85,724 +14%
RWM
28
RKL Wealth Management
Pennsylvania
$12M +$1.01M +57,192 +9%
PEA
29
Pacific Edge Advisors
California
$11.7M +$1.62M +92,100 +16%
BWA
30
BlueSky Wealth Advisors
North Carolina
$11.7M +$1.73M +97,876 +17%
HighTower Advisors
31
HighTower Advisors
Illinois
$11.2M +$232K +13,164 +2%
MI
32
Moneywise Inc
Virginia
$11.1M -$1.52M -86,056 -12%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$10.8M -$1.25M -70,964 -10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$10.7M -$832K -47,212 -7%
WA
35
WealthTrust-Arizona
Arizona
$10.4M -$428K -24,256 -4%
BWA
36
Burt Wealth Advisors
Maryland
$9.93M +$298K +16,928 +3%
UBS Group
37
UBS Group
Switzerland
$9.59M -$969K -54,984 -9%
BWL
38
Bogart Wealth LLC
Virginia
$9.55M +$8.97M +508,952 +1,321%
TPW
39
Tiller Private Wealth
Pennsylvania
$9.22M +$51.3K +2,908 +0.5%
CHA
40
Cooper/Haims Advisors
New York
$9.12M +$724K +41,092 +8%
CCM
41
CWH Capital Management
Washington
$8.67M +$635K +36,008 +8%
EHPM
42
Emery Howard Portfolio Management
California
$8.61M +$225K +12,784 +3%
Morgan Stanley
43
Morgan Stanley
New York
$8.53M +$2.36M +133,984 +37%
BTS
44
BB&T Securities
Virginia
$8.43M +$8.01M +454,360 +1,354%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$8.29M +$1.13M +64,032 +15%
MAS
46
Madden Advisory Services
Florida
$8.14M +$515K +29,236 +7%
AG
47
Appleton Group
Wisconsin
$8.12M +$269K +15,280 +3%
AIP
48
Almanack Investment Partners
Pennsylvania
$8.02M +$903K +51,236 +12%
NIC
49
Northwest Investment Counselors
Oregon
$8M +$56.3K +3,196 +0.7%
SFS
50
Summit Financial Strategies
Ohio
$7.82M +$310K +17,580 +4%