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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
Castleview Partners
Texas
$4.99M +$5.09M +288,988 New
BSB
77
Bangor Savings Bank
Maine
$4.99M +$878K +49,832 +21%
PCM
78
Peak Capital Management
Colorado
$4.95M +$679K +38,500 +16%
AWM
79
Avior Wealth Management
Nebraska
$4.89M -$61.2K -3,472 -1%
FF
80
Friedenthal Financial
New Jersey
$4.81M +$221K +12,512 +5%
Creative Planning
81
Creative Planning
Kansas
$4.68M +$235K +13,324 +5%
NWS
82
Newport Wealth Strategies
California
$4.67M -$216K -12,256 -4%
ACG
83
Allen Capital Group
Nebraska
$4.58M -$107K -6,088 -2%
ML
84
McAdam LLC
Pennsylvania
$4.58M +$861K +48,816 +23%
DWM
85
Destination Wealth Management
California
$4.47M +$3.19M +180,860 +406%
Wells Fargo
86
Wells Fargo
California
$4.45M +$1.6M +90,784 +55%
FI
87
FormulaFolio Investments
Michigan
$4.38M +$656K +37,196 +17%
PA
88
Planning Alternatives
Michigan
$4.32M -$1.54M -87,192 -26%
SIA
89
Starfire Investment Advisers
Michigan
$4.15M +$4.23M +239,912 New
AFS
90
Access Financial Services
Minnesota
$4.12M -$126K -7,144 -3%
SWA
91
Sutton Wealth Advisors
Florida
$4.06M +$307K +17,420 +8%
OIA
92
OneDigital Investment Advisors
Kansas
$4.03M +$625K +35,460 +18%
ECM
93
Exchange Capital Management
Michigan
$4.03M -$263K -14,924 -6%
PAG
94
Pinnacle Advisory Group
Maryland
$4M +$151K +8,552 +4%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$3.79M -$430K -24,416 -10%
FIM
96
Frontier Investment Management
Texas
$3.77M +$513K +29,100 +15%
IA
97
IFP Advisors
Florida
$3.76M
SFA
98
Sequoia Financial Advisors
Ohio
$3.75M -$76.1K -4,316 -2%
CMP
99
Courage Miller Partners
Virginia
$3.67M +$152K +8,600 +4%
OCM
100
One Capital Management
California
$3.62M +$114K +6,480 +3%