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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Pinnacle Advisory Group
Maryland
$4.17M -$91K -5,028 -2%
SFA
102
Sequoia Financial Advisors
Ohio
$4.13M +$139K +7,672 +4%
HGWM
103
Harvest Group Wealth Management
Massachusetts
$4.12M +$4.05M +224,084 New
OCM
104
One Capital Management
California
$4.03M +$175K +9,668 +5%
FIM
105
Frontier Investment Management
Texas
$4.01M -$2.82K -156 -0.1%
LF
106
Lee Financial
Texas
$3.99M +$392K +21,684 +11%
CMP
107
Courage Miller Partners
Virginia
$3.96M +$51.8K +2,864 +1%
Mariner
108
Mariner
Kansas
$3.95M +$684K +37,780 +21%
AA
109
Advisory Alpha
Michigan
$3.94M +$1.65M +91,400 +76%
CWM
110
Confluence Wealth Management
Oregon
$3.84M +$283K +15,660 +8%
WC
111
Whitnell & Co
Illinois
$3.77M -$6.44K -356 -0.2%
Citadel Advisors
112
Citadel Advisors
Florida
$3.7M +$1.28M +70,744 +54%
JWA
113
JFS Wealth Advisors
Pennsylvania
$3.65M +$14K +772 +0.4%
PR
114
Payden & Rygel
California
$3.63M -$37.6K -2,080 -1%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$3.6M -$2.46M -135,892 -41%
AIA
116
Arcadia Investment Advisors
Idaho
$3.59M -$84.2K -4,652 -2%
NF
117
Nikulski Financial
Iowa
$3.56M +$131K +7,244 +4%
KM
118
Kalos Management
Georgia
$3.38M +$3.22M +177,776 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$3.3M -$721K -39,860 -18%
EK
120
Evensky & Katz
Florida
$3.24M -$21.3K -1,176 -0.7%
GAM
121
Garrison Asset Management
Arkansas
$3.24M +$7.02K +388 +0.2%
MA
122
MUFG Americas
New York
$3.2M +$4.49K +248 +0.1%
SHA
123
Seneca House Advisors
Virginia
$3.19M +$150K +8,276 +5%
SBH
124
Segall Bryant & Hamill
Illinois
$3.15M +$3.09M +170,968 New
PP
125
PrairieView Partners
Minnesota
$3.1M -$9.12K -504 -0.3%