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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$9.48M -$431K -21,022 -4%
AWMG
77
Alliance Wealth Management Group
New Jersey
$9.35M -$19.2K -936 -0.2%
TCM
78
Towercrest Capital Management
Pennsylvania
$9.35M -$19.2K -936 -0.2%
NSAM
79
North Star Asset Management
Wisconsin
$9.34M +$264K +12,902 +3%
AWM
80
AE Wealth Management
Kansas
$9.3M +$933K +45,522 +11%
TWM
81
Tradition Wealth Management
Minnesota
$9.21M +$112K +5,482 +1%
BCMO
82
Buckingham Capital Management (Ohio)
Ohio
$9M +$264K +12,888 +3%
OWM
83
Orgel Wealth Management
Wisconsin
$8.98M +$326K +15,914 +4%
FA
84
FDx Advisors
Illinois
$8.86M +$194K +9,488 +2%
CA
85
CoreCap Advisors
Michigan
$8.78M +$8.42M +410,738 +1,818%
Truist Financial
86
Truist Financial
North Carolina
$8.77M -$208K -10,136 -2%
SFP
87
Sweet Financial Partners
Minnesota
$8.74M +$242K +11,790 +3%
BSW
88
Buckingham Strategic Wealth
Missouri
$8.49M +$411K +20,064 +5%
JIC
89
Johnson Investment Counsel
Ohio
$8.32M +$430K +20,968 +5%
PSP
90
Pacific Sage Partners
Washington
$8.26M +$8.36M +407,798 New
AAIM
91
Asset Advisors Investment Management
Georgia
$8.24M -$1.67M -81,508 -17%
RA
92
Riversedge Advisors
Delaware
$8.1M +$210K +10,226 +3%
SWRP
93
Summit Wealth & Retirement Planning
California
$8.04M -$701K -34,220 -8%
MSFS
94
Main Street Financial Solutions
Pennsylvania
$7.95M +$176K +8,574 +2%
EWM
95
Empirical Wealth Management
Washington
$7.92M -$46.5K -2,268 -0.6%
BFG
96
Berger Financial Group
Minnesota
$7.89M +$95K +4,638 +1%
FWM
97
ForthRight Wealth Management
Georgia
$7.89M +$256K +12,470 +3%
SJIM
98
St. Johns Investment Management
Florida
$7.76M +$99.9K +4,876 +1%
AP
99
Appleton Partners
Massachusetts
$7.7M +$156K +7,602 +2%
IAS
100
IMA Advisory Services
Colorado
$7.33M +$235K +11,480 +3%