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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
76
HHM Wealth Advisors
Tennessee
$12.1M +$2.24M +86,676 +22%
RWP
77
Revolve Wealth Partners
New Jersey
$12M +$12.1M +466,836 New
ACA
78
Ascension Capital Advisors
Texas
$11.8M +$397K +15,328 +3%
TWM
79
Tradition Wealth Management
Minnesota
$11.5M -$101K -3,904 -0.9%
MGIA
80
Moneta Group Investment Advisors
Missouri
$11.5M +$1.64M +63,568 +16%
AWMG
81
Alliance Wealth Management Group
New Jersey
$11.1M +$491K +18,960 +5%
TCM
82
Towercrest Capital Management
Pennsylvania
$11.1M +$491K +18,960 +5%
SFG
83
Sage Financial Group
Pennsylvania
$11M +$6.83K +264 +0.1%
MAM
84
Marquette Asset Management
Minnesota
$11M -$43.6K -1,684 -0.4%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$10.8M +$692K +26,748 +7%
PIMG
86
Patriot Investment Management Group
Tennessee
$10.7M +$86.1K +3,328 +0.8%
RA
87
Riversedge Advisors
Delaware
$10.2M +$482K +18,620 +5%
CFMC
88
Curbstone Financial Management Corp
New Hampshire
$10.1M +$171K +6,600 +2%
CAP
89
Columbia Advisory Partners
Washington
$10.1M +$10.2M +394,712 New
BFG
90
Berger Financial Group
Minnesota
$10.1M +$1.39M +53,816 +16%
CWM
91
Congress Wealth Management
Massachusetts
$10.1M +$10.2M +393,516 New
SWRP
92
Summit Wealth & Retirement Planning
California
$9.9M +$775K +29,952 +8%
Cerity Partners
93
Cerity Partners
New York
$9.8M +$8.41M +324,976 +562%
MTC
94
Matrix Trust Company
Colorado
$9.72M -$32.2K -1,244 -0.3%
SIC
95
Salem Investment Counselors
North Carolina
$9.63M +$214K +8,252 +2%
PAG
96
Private Advisor Group
New Jersey
$9.4M -$3.06M -118,140 -24%
JIC
97
Johnson Investment Counsel
Ohio
$9.4M +$344K +13,292 +4%
SJIM
98
St. Johns Investment Management
Florida
$9.35M +$57.4K +2,220 +0.6%
AP
99
Appleton Partners
Massachusetts
$9.32M +$364K +14,068 +4%
BSW
100
Buckingham Strategic Wealth
Missouri
$9.12M +$83.4K +3,224 +0.9%