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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Bouchey Financial Group
New York
$12.9M -$283K -13,516 -2%
BWA
52
BlueSky Wealth Advisors
North Carolina
$12.8M -$983K -47,008 -7%
FI
53
FIDELIS iM
Oregon
$12.5M +$943K +45,086 +7%
IA
54
IFP Advisors
Florida
$12.4M +$307K +14,692 +5%
BSB
55
Bangor Savings Bank
Maine
$12.2M +$491K +23,482 +4%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$12M +$286K +13,696 +2%
MGIA
57
Moneta Group Investment Advisors
Missouri
$11.9M -$1.62M -77,404 -11%
BWA
58
Burt Wealth Advisors
Maryland
$11.7M -$109K -5,226 -0.8%
MA
59
MUFG Americas
New York
$11.7M +$930K +44,476 +8%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$11.4M +$458K +21,916 +4%
SFP
61
Strategic Financial Planning
Texas
$11.2M +$13.3K +634 +0.1%
RWP
62
Revolve Wealth Partners
New Jersey
$10.4M +$245K +11,712 +2%
FNC
63
First National Corp
Massachusetts
$10.4M +$71.9K +3,438 +0.6%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$10.2M -$262K -12,516 -2%
CCA
65
Clearwater Capital Advisors
Illinois
$9.88M +$400K +19,134 +4%
CWM
66
Curi Wealth Management
North Carolina
$9.66M +$3.84M +183,576 +56%
MML Investors Services
67
MML Investors Services
Massachusetts
$9.59M +$1.46M +70,034 +16%
SFG
68
Sage Financial Group
Pennsylvania
$9.43M +$94.7K +4,528 +0.9%
ACA
69
Ascension Capital Advisors
Texas
$9.43M -$73.7K -3,522 -0.7%
SFA
70
Sequoia Financial Advisors
Ohio
$9.24M -$1.02M -48,606 -9%
AAIM
71
Asset Advisors Investment Management
Georgia
$9.23M +$8.13M +388,572 +389%
ACA
72
Aspire Capital Advisors
Washington
$9.19M +$115K +5,490 +1%
NIC
73
Northwest Investment Counselors
Oregon
$9.14M -$456K -21,800 -4%
Cerity Partners
74
Cerity Partners
New York
$8.89M -$386K -18,462 -4%
JFGLC
75
Johnson Financial Group LLC (Colorado)
Colorado
$8.87M +$9.16M +438,146 +1,394%