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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sage Financial Group
Pennsylvania
$16.1M +$375K +15,820 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$16M -$89.4K -3,772 -0.6%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$15.6M +$4.22M +177,994 +37%
RA
54
Riversedge Advisors
Delaware
$15.2M -$324K -13,658 -2%
BSB
55
Bangor Savings Bank
Maine
$15.2M +$276K +11,664 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$15.1M +$125K +5,294 +0.8%
NYLIM
57
New York Life Investment Management
New York
$15M +$2.55M +107,634 +20%
TCM
58
TruNorth Capital Management
Michigan
$14.8M +$560K +23,634 +4%
JF
59
Joule Financial
Kentucky
$14.6M +$391K +16,508 +3%
BWA
60
Burt Wealth Advisors
Maryland
$14.3M -$1.15M -48,450 -7%
WA
61
Waterford Advisors
New York
$14.2M +$126K +5,314 +0.9%
JIC
62
Johnson Investment Counsel
Ohio
$14M +$395K +16,660 +3%
PCIA
63
Prime Capital Investment Advisors
Kansas
$14M -$17.1M -723,256 -55%
MM
64
Meridian Management
Arkansas
$13.9M -$1.23M -51,684 -8%
CST
65
Charles Schwab Trust
Nevada
$13.8M +$430K +18,136 +3%
SWRP
66
Summit Wealth & Retirement Planning
California
$13.6M +$427K +18,016 +3%
OIA
67
OneDigital Investment Advisors
Kansas
$13.5M +$155K +6,550 +1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$13.3M +$160K +6,766 +1%
ACA
69
Ascension Capital Advisors
Texas
$13.1M +$511K +21,568 +4%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$13M +$115K +4,848 +0.9%
CRC
71
Curi RMB Capital
Illinois
$13M +$147K +6,210 +1%
ONB
72
Old National Bancorp
Indiana
$12.9M +$646K +27,266 +5%
BFG
73
Berger Financial Group
Minnesota
$12.7M +$1.8M +75,818 +16%
ZRP
74
Zynergy Retirement Planning
New Jersey
$12.6M +$12.6M +529,902 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$12.5M -$79.5K -3,352 -0.6%