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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Lutz Financial Services
Nebraska
$14.1M -$192K -5,807 -1%
FFN
102
Focus Financial Network
Minnesota
$14M -$893K -27,025 -7%
EL
103
Essex LLC
Illinois
$14M -$171K -5,183 -1%
TPW
104
Tiller Private Wealth
Pennsylvania
$13.9M -$355K -10,747 -3%
WA
105
Waverly Advisors
Alabama
$13.8M -$853K -25,820 -6%
SFWC
106
Strategic Family Wealth Counselors
New Jersey
$13.6M +$42.8K +1,294 +0.3%
AFA
107
American Financial Advisors
Georgia
$13.5M -$485K -14,681 -4%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$13.5M -$858K -25,955 -7%
FCM
109
Fortis Capital Management
Washington
$13.1M +$853K +25,823 +8%
CMP
110
Courage Miller Partners
Virginia
$13M -$189K -5,708 -2%
TYCC
111
Texas Yale Capital Corp
Florida
$12.9M +$13.4K +405 +0.1%
PL
112
Plancorp LLC
Missouri
$12.8M +$7.06M +213,744 +133%
FPCP
113
Fort Point Capital Partners
California
$12.7M +$664K +20,108 +6%
Truist Financial
114
Truist Financial
North Carolina
$12.5M +$1.19K +36 +0%
ACM
115
Avalon Capital Management
California
$12.4M +$11.4M +343,708 New
AFA
116
Amicus Financial Advisors
Texas
$12.3M -$695K -21,036 -6%
BAMG
117
Brand Asset Management Group
Missouri
$12M -$258K -7,810 -2%
MT
118
Midwest Trust
Kansas
$11.8M -$47.4K -1,435 -0.4%
DWM
119
Diversify Wealth Management
Utah
$11.8M +$1.15M +34,768 +11%
DAS
120
Diversify Advisory Services
Utah
$11.8M +$11.5M +348,154 New
WANY
121
Wealthspire Advisors (New York)
New York
$11.7M -$229K -6,931 -2%
Ameriprise
122
Ameriprise
Minnesota
$11.6M +$2.26M +68,535 +27%
GWSA
123
Global Wealth Strategies & Associates
Colorado
$11.6M +$1.14M +34,605 +12%
CP
124
Creekside Partners
California
$11.5M +$116K +3,497 +1%
SIC
125
Salem Investment Counselors
North Carolina
$11.3M +$86.1K +2,606 +0.8%