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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$8.82M -$1.01M -48,060 -9%
HWA
77
HHM Wealth Advisors
Tennessee
$8.76M +$562K +26,864 +6%
AWMG
78
Alliance Wealth Management Group
New Jersey
$8.74M +$646K +30,900 +7%
TCM
79
Towercrest Capital Management
Pennsylvania
$8.74M +$646K +30,900 +7%
TWM
80
Tradition Wealth Management
Minnesota
$8.49M -$49.6K -2,372 -0.5%
NSAM
81
North Star Asset Management
Wisconsin
$8.47M -$4.25M -203,026 -31%
Truist Financial
82
Truist Financial
North Carolina
$8.37M -$1.54M -73,400 -14%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$8.15M +$458K +21,886 +5%
SWRP
84
Summit Wealth & Retirement Planning
California
$8.15M +$1.11M +53,084 +14%
FA
85
FDx Advisors
Illinois
$8.09M +$331K +15,822 +4%
OWM
86
Orgel Wealth Management
Wisconsin
$8.08M -$4.3M -205,708 -32%
SFP
87
Sweet Financial Partners
Minnesota
$7.93M +$292K +13,970 +3%
PIMG
88
Patriot Investment Management Group
Tennessee
$7.89M -$1.36M -65,042 -13%
AWM
89
AE Wealth Management
Kansas
$7.82M -$311K -14,848 -3%
BSW
90
Buckingham Strategic Wealth
Missouri
$7.54M +$133K +6,346 +2%
EWM
91
Empirical Wealth Management
Washington
$7.43M +$93.5K +4,472 +1%
JIC
92
Johnson Investment Counsel
Ohio
$7.37M +$280K +13,406 +4%
RA
93
Riversedge Advisors
Delaware
$7.36M -$1.76M -84,218 -18%
BFG
94
Berger Financial Group
Minnesota
$7.28M +$293K +14,006 +4%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$7.25M +$1.09M +52,046 +16%
SJIM
96
St. Johns Investment Management
Florida
$7.14M +$245K +11,708 +3%
FWM
97
ForthRight Wealth Management
Georgia
$7.13M +$1.18M +56,512 +18%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$7.11M -$644K -30,784 -8%
AP
99
Appleton Partners
Massachusetts
$7.04M -$85.6K -4,094 -1%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$6.84M +$675K +32,278 +10%