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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$29.8M +$12.8M +503,578 +65%
Betterment LLC
27
Betterment LLC
New York
$29.2M +$20.5M +802,626 +181%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$29.1M -$69.7K -2,734 -0.2%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$28.4M +$4.36M +170,892 +16%
KFC
30
Klingenstein Fields & Co
New York
$28.1M -$292K -11,454 -0.9%
Corient Private Wealth
31
Corient Private Wealth
Florida
$27.7M +$361K +14,179 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$26.6M -$7.7M -301,967 -21%
MAG
33
Mokosak Advisory Group
Iowa
$26.6M +$611K +23,969 +2%
LWMT
34
Legacy Wealth Management (Tennessee)
Tennessee
$26M +$767K +30,077 +3%
SFS
35
Summit Financial Strategies
Ohio
$24.8M -$936K -36,732 -3%
GRR
36
Golden Reserve Retirement
Ohio
$23.7M +$25.8M +1,012,047 New
Ameriprise
37
Ameriprise
Minnesota
$23.7M -$1.02M -40,156 -4%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$23.1M +$4.76M +186,768 +23%
BWA
39
BlueSky Wealth Advisors
North Carolina
$22.2M +$840K +32,953 +4%
DAS
40
Dynamic Advisor Solutions
Arizona
$22.1M +$24M +943,056 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$22M +$4.42M +173,519 +23%
JP Morgan Chase
42
JP Morgan Chase
New York
$21.7M +$313K +12,295 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$21.4M +$2.71M +106,435 +13%
NFW
44
Noble Family Wealth
Florida
$21.2M +$1,000K +39,231 +5%
Wells Fargo
45
Wells Fargo
California
$21.2M +$94.2K +3,695 +0.4%
BPA
46
Beacon Pointe Advisors
California
$20.1M -$773K -30,343 -3%
FWM
47
ForthRight Wealth Management
Georgia
$19.7M +$451K +17,678 +2%
SFP
48
Strategic Financial Planning
Texas
$17.8M +$12.9K +508 +0.1%
PCIA
49
Prime Capital Investment Advisors
Kansas
$17.5M +$5.04M +197,666 +36%
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M -$737K -28,924 -4%