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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SVA Wealth Management
Wisconsin
$15.3M -$454K -25,084 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$14.5M +$2.99M +165,372 +27%
LPL Financial
28
LPL Financial
California
$14.3M +$1.19M +65,708 +9%
BWM
29
BerganKDV Wealth Management
Minnesota
$13.8M -$2.72M -150,208 -17%
MAG
30
Mokosak Advisory Group
Iowa
$13.5M +$359K +19,868 +3%
CCM
31
CWH Capital Management
Washington
$13.5M +$4.2M +232,300 +46%
RWM
32
RKL Wealth Management
Pennsylvania
$13.4M +$637K +35,220 +5%
SBL
33
Sargent Bickham Lagudis
Colorado
$12.9M +$4.65M +256,768 +58%
PEA
34
Pacific Edge Advisors
California
$12.8M +$390K +21,540 +3%
BWA
35
BlueSky Wealth Advisors
North Carolina
$12.7M +$276K +15,236 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$12.1M +$5.57M +307,604 +87%
MI
37
Moneywise Inc
Virginia
$11.9M +$71.1K +3,932 +0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$11.9M +$16.5K +912 +0.1%
PMG
39
ProVise Management Group
Florida
$11.2M +$1.52M +83,980 +20%
WA
40
WealthTrust-Arizona
Arizona
$11M +$4.49K +248 +0%
FSA
41
Financial Services Advisory
Maryland
$11M +$10.8M +596,272 New
FAAS
42
First Allied Advisory Services
California
$11M +$10.4M +572,696 +2,490%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$10.8M
Morgan Stanley
44
Morgan Stanley
New York
$10.8M +$1.66M +91,472 +19%
CHA
45
Cooper/Haims Advisors
New York
$10.5M +$815K +45,040 +9%
UBS Group
46
UBS Group
Switzerland
$10.5M +$247K +13,632 +2%
BWA
47
Burt Wealth Advisors
Maryland
$10.2M -$330K -18,224 -3%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$9.96M +$1.12M +61,684 +13%
CM
49
Columbus Macro
Pennsylvania
$9.91M +$9.75M +538,644 New
TPW
50
Tiller Private Wealth
Pennsylvania
$9.75M -$63.2K -3,492 -0.7%