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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
76
Summit Wealth & Retirement Planning
California
$6.43M -$369K -21,540 -6%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$6.36M +$16.4K +960 +0.3%
PIMG
78
Patriot Investment Management Group
Tennessee
$6.35M +$6.21M +363,100 New
UWM
79
USAdvisors Wealth Management
Minnesota
$6.32M +$144K +8,436 +2%
SHJ
80
Sharkey, Howes & Javer
Colorado
$6.24M -$9.19M -537,368 -60%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$6.23M +$33.2K +1,940 +0.5%
Creative Planning
82
Creative Planning
Kansas
$6.12M +$872K +50,992 +17%
FI
83
FormulaFolio Investments
Michigan
$6.11M +$467K +27,312 +8%
FAAS
84
First Allied Advisory Services
California
$5.75M +$462K +27,020 +9%
VNA
85
Valley National Advisers
Pennsylvania
$5.66M +$15.7K +920 +0.3%
FF
86
Friedenthal Financial
New Jersey
$5.63M +$341K +19,932 +7%
SFG
87
Sage Financial Group
Pennsylvania
$5.61M +$1.09K +64 +0%
AWMG
88
Alliance Wealth Management Group
New Jersey
$5.49M +$725K +42,396 +16%
TCM
89
Towercrest Capital Management
Pennsylvania
$5.49M +$725K +42,396 +16%
PFM
90
Parsec Financial Management
North Carolina
$5.47M -$72.3K -4,228 -1%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$5.44M +$220K +12,840 +4%
OIA
92
OneDigital Investment Advisors
Kansas
$5.37M +$1.69M +99,028 +48%
PCM
93
Peak Capital Management
Colorado
$5.34M -$297K -17,332 -5%
CWM
94
Confluence Wealth Management
Oregon
$5.34M +$1.09M +63,636 +26%
CM
95
Columbus Macro
Pennsylvania
$5.32M +$929K +54,280 +22%
MAS
96
Madden Advisory Services
Florida
$5.21M +$5.2K +304 +0.1%
SFA
97
Sequoia Financial Advisors
Ohio
$5.19M +$1.04M +60,564 +26%
AWM
98
Avior Wealth Management
Nebraska
$5.1M +$300K +17,512 +6%
SHA
99
Seneca House Advisors
Virginia
$5.1M +$1.09M +63,968 +28%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$5.09M +$794K +46,408 +19%