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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
51
Janiczek Wealth Management
Colorado
$18.1M +$759K +29,328 +4%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$17.6M +$1.02M +39,404 +6%
MFGP
53
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.4M +$338K +13,080 +2%
FI
54
FIDELIS iM
Oregon
$17M +$423K +16,336 +3%
SFP
55
Strategic Financial Planning
Texas
$16.7M -$297K -11,496 -2%
BFG
56
Bouchey Financial Group
New York
$16.6M +$422K +16,308 +3%
RFA
57
Radnor Financial Advisors
Pennsylvania
$16.3M -$128K -4,940 -0.8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$15.9M -$2.14M -82,556 -12%
BWA
59
Burt Wealth Advisors
Maryland
$15M +$176K +6,788 +1%
NSAM
60
North Star Asset Management
Wisconsin
$14.8M +$463K +17,876 +3%
Truist Financial
61
Truist Financial
North Carolina
$14.8M +$1.53M +59,028 +11%
PMG
62
ProVise Management Group
Florida
$14.5M -$204K -7,876 -1%
NIC
63
Northwest Investment Counselors
Oregon
$14.2M +$374K +14,452 +3%
HGWM
64
Horst & Graben Wealth Management
Oregon
$14.2M +$172K +6,656 +1%
SFA
65
Sequoia Financial Advisors
Ohio
$14.1M +$9.17M +354,528 +180%
BSB
66
Bangor Savings Bank
Maine
$14.1M +$105K +4,072 +0.7%
AWM
67
AE Wealth Management
Kansas
$13.7M +$6.14M +237,264 +80%
MA
68
MUFG Americas
New York
$13.4M -$243K -9,396 -2%
OWM
69
Orgel Wealth Management
Wisconsin
$13.3M +$2.44M +94,332 +22%
EHPM
70
Emery Howard Portfolio Management
California
$13M -$152K -5,856 -1%
CCA
71
Clearwater Capital Advisors
Illinois
$12.9M +$207K +8,016 +2%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$12.7M +$262K +10,144 +2%
FNC
73
First National Corp
Massachusetts
$12.5M +$189K +7,308 +2%
AF
74
Advisornet Financial
Minnesota
$12.4M +$1.06M +41,040 +9%
PPA
75
Parametric Portfolio Associates
Washington
$12.3M +$11.9M +461,760 +2,367%