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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$3.46M +$528K +30,864 +18%
BCP
102
Blackhawk Capital Partners
Wisconsin
$3.43M +$3.37M +196,796 New
DP
103
Denver PWM
Colorado
$3.36M +$121K +7,084 +4%
BAM
104
Berkshire Asset Management
Pennsylvania
$3.34M +$441K +25,744 +16%
FIM
105
Frontier Investment Management
Texas
$3.29M +$259K +15,116 +9%
GAM
106
Garrison Asset Management
Arkansas
$3.06M +$142K +8,272 +5%
NF
107
Nikulski Financial
Iowa
$3.05M +$2.99M +174,760 New
EK
108
Evensky & Katz
Florida
$3.04M +$356K +20,788 +14%
SHA
109
Seneca House Advisors
Virginia
$3.01M +$2.96M +172,820 New
CWM
110
Confluence Wealth Management
Oregon
$3.01M +$415K +24,224 +16%
DIA
111
Denver Investment Advisors
Colorado
$2.99M -$13.7K -800 -0.5%
CMBA
112
C.M. Bidwell & Associates
Hawaii
$2.94M +$2.89M +168,644 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$2.92M +$202K +11,776 +8%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$2.92M -$2.5M -145,900 -47%
PP
115
PrairieView Partners
Minnesota
$2.91M +$2.86M +166,836 New
Wells Fargo
116
Wells Fargo
California
$2.9M -$145K -8,448 -5%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$2.84M -$356K -20,788 -11%
LF
118
Lee Financial
Texas
$2.82M +$141K +8,240 +5%
LFGH
119
Lee Financial Group Hawaii
Hawaii
$2.75M +$2.7M +157,452 New
MA
120
MUFG Americas
New York
$2.69M +$173K +10,108 +7%
AMG
121
Asset Management Group
Connecticut
$2.66M +$86.8K +5,072 +3%
VAS
122
Valicenti Advisory Services
New York
$2.63M +$28.6K +1,668 +1%
VNA
123
Valley National Advisers
Pennsylvania
$2.63M +$437K +25,524 +20%
SWM
124
SeaCrest Wealth Management
New York
$2.62M +$2.57M +150,220 New
CFA
125
Cahill Financial Advisors
Minnesota
$2.61M -$1.82M -106,044 -41%