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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
H
76
HoyleCohen
California
$10.3M -$14.8M -707,946 -60%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$407K +19,546 +4%
AWMG
78
Alliance Wealth Management Group
New Jersey
$10.1M +$14K +672 +0.1%
TCM
79
Towercrest Capital Management
Pennsylvania
$10.1M +$14K +672 +0.1%
NIC
80
Northwest Investment Counselors
Oregon
$10.1M -$343K -16,438 -3%
SWRP
81
Summit Wealth & Retirement Planning
California
$10M +$638K +30,590 +7%
JF
82
Joule Financial
Kentucky
$9.98M +$745K +35,742 +9%
TWM
83
Tradition Wealth Management
Minnesota
$9.98M -$114K -5,466 -1%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$9.89M +$1.97M +94,498 +26%
SFA
85
Sequoia Financial Advisors
Ohio
$9.84M +$108K +5,202 +1%
NSAM
86
North Star Asset Management
Wisconsin
$9.83M -$38.5K -1,848 -0.4%
NYLIM
87
New York Life Investment Management
New York
$9.66M -$13.3M -636,372 -59%
JIC
88
Johnson Investment Counsel
Ohio
$9.64M +$500K +23,968 +6%
BSW
89
Buckingham Strategic Wealth
Missouri
$9.63M +$427K +20,482 +5%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$9.39M +$559K +26,842 +7%
SJIM
91
St. Johns Investment Management
Florida
$9.37M +$588K +28,234 +7%
EWM
92
Empirical Wealth Management
Washington
$9.3M +$519K +24,898 +6%
PSP
93
Pacific Sage Partners
Washington
$9.25M +$379K +18,188 +5%
TPW
94
Tiller Private Wealth
Pennsylvania
$9.04M +$831K +39,886 +11%
Truist Financial
95
Truist Financial
North Carolina
$8.91M -$572K -27,450 -6%
AWM
96
AE Wealth Management
Kansas
$8.8M +$382K +18,320 +5%
PIMG
97
Patriot Investment Management Group
Tennessee
$8.62M -$575K -27,602 -7%
AFA
98
American Financial Advisors
Georgia
$8.42M +$7.12M +341,792 +801%
CST
99
Charles Schwab Trust
Nevada
$8.42M +$144K +6,886 +2%
SFA
100
Souders Financial Advisors
Ohio
$8.3M +$620K +29,732 +9%