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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Next Capital Management
New York
$6.96M -$261K -14,776 -4%
PCIA
77
Prime Capital Investment Advisors
Kansas
$6.88M +$4.07M +230,328 +140%
SFA
78
Sequoia Financial Advisors
Ohio
$6.78M +$783K +44,348 +13%
SHA
79
Seneca House Advisors
Virginia
$6.75M +$386K +21,856 +6%
UWM
80
USAdvisors Wealth Management
Minnesota
$6.59M +$60.2K +3,412 +0.9%
SWRP
81
Summit Wealth & Retirement Planning
California
$6.58M +$150K +8,492 +2%
CCA
82
Cobblestone Capital Advisors
New York
$6.55M -$400K -22,644 -6%
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$6.32M -$60.7K -3,440 -0.9%
CWM
84
Confluence Wealth Management
Oregon
$6.25M +$595K +33,708 +10%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$6.03M -$114K -6,436 -2%
CCA
86
Clearwater Capital Advisors
Illinois
$6.02M +$841K +47,640 +16%
FF
87
Friedenthal Financial
New Jersey
$5.96M -$147K -8,328 -2%
Wells Fargo
88
Wells Fargo
California
$5.95M -$4.68M -264,960 -44%
SFG
89
Sage Financial Group
Pennsylvania
$5.79M -$19.4K -1,100 -0.3%
VNA
90
Valley National Advisers
Pennsylvania
$5.76M -$202K -11,424 -3%
AWMG
91
Alliance Wealth Management Group
New Jersey
$5.72M +$109K +6,180 +2%
TCM
92
Towercrest Capital Management
Pennsylvania
$5.72M +$109K +6,180 +2%
IWMA
93
Ironwood Wealth Management (Arizona)
Arizona
$5.63M +$17.3K +980 +0.3%
AWM
94
Avior Wealth Management
Nebraska
$5.56M +$247K +14,008 +5%
PFM
95
Parsec Financial Management
North Carolina
$5.41M -$558K -31,616 -9%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$5.19M +$84.8K +4,804 +2%
ECM
97
Exchange Capital Management
Michigan
$5.05M +$118K +6,700 +2%
IA
98
IFP Advisors
Florida
$5.04M +$5.12M +290,252 New
AF
99
Advisornet Financial
Minnesota
$4.99M -$524K -29,668 -9%
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$4.84M -$1.58M -89,752 -24%