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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
Radnor Financial Advisors
Pennsylvania
$14.2M -$133K -6,684 -1%
EHPM
52
Emery Howard Portfolio Management
California
$13.8M -$346K -17,384 -3%
PMG
53
ProVise Management Group
Florida
$13.7M +$357K +17,928 +3%
BSB
54
Bangor Savings Bank
Maine
$13.5M +$351K +17,644 +3%
SFS
55
Summit Financial Strategies
Ohio
$13.5M -$425K -21,356 -3%
BWA
56
Burt Wealth Advisors
Maryland
$13.2M -$27.9K -1,400 -0.2%
BFG
57
Bouchey Financial Group
New York
$13M +$64.7K +3,248 +0.6%
MM
58
Meridian Management
Arkansas
$12.9M +$122K +6,132 +1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12.9M +$4.37M +219,580 +61%
NIC
60
Northwest Investment Counselors
Oregon
$12.4M +$547K +27,496 +5%
JWM
61
Janiczek Wealth Management
Colorado
$12.4M +$538K +26,996 +5%
SWM
62
SVA Wealth Management
Wisconsin
$11.6M -$1.03M -51,752 -9%
SKK
63
Shepherd Kaplan Krochuk
Massachusetts
$11.6M +$13M +654,544 +186%
CCA
64
Clearwater Capital Advisors
Illinois
$11.3M +$420K +21,108 +4%
PEA
65
Pacific Edge Advisors
California
$11.3M -$366K -18,400 -4%
MA
66
MUFG Americas
New York
$11.2M -$470K -23,620 -4%
NSAM
67
North Star Asset Management
Wisconsin
$11.1M +$221K +11,076 +2%
FNC
68
First National Corp
Massachusetts
$11.1M +$9.95M +499,616 New
AG
69
Appleton Group
Wisconsin
$11M +$9.21M +462,668 +1,378%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$10.9M +$473K +23,776 +5%
TWM
71
Tradition Wealth Management
Minnesota
$10.8M +$9.71M +487,468 New
TCM
72
Tradewinds Capital Management
Washington
$10.8M +$2.37M +118,864 +32%
WANY
73
Wealthspire Advisors (New York)
New York
$10.7M +$9.55M +479,460 New
MAM
74
Marquette Asset Management
Minnesota
$10.6M -$566K -28,444 -6%
SFG
75
Sage Financial Group
Pennsylvania
$10.3M -$122K -6,132 -1%