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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
101
Johnson Investment Counsel
Ohio
$8.28M +$1.31M +53,112 +19%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$8.08M -$1.15M -46,708 -13%
SWRP
103
Summit Wealth & Retirement Planning
California
$8.04M -$102K -4,160 -1%
HGWM
104
Horst & Graben Wealth Management
Oregon
$7.99M +$4.13M +167,804 +110%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.98M +$4.38M +178,036 +125%
AP
106
Appleton Partners
Massachusetts
$7.93M +$1.23M +50,172 +19%
PAG
107
Private Advisor Group
New Jersey
$7.88M -$53.8K -2,188 -0.7%
BDF
108
Black Diamond Financial
Maryland
$7.77M +$229K +9,324 +3%
GC
109
Garde Capital
Washington
$7.76M -$92.5K -3,760 -1%
LFS
110
Lutz Financial Services
Nebraska
$7.58M -$361K -14,684 -5%
RJA
111
Raymond James & Associates
Florida
$7.52M +$552K +22,440 +8%
HWA
112
HHM Wealth Advisors
Tennessee
$7.49M +$2.62M +106,356 +55%
HFP
113
Holistic Financial Partners
Indiana
$7.46M -$282K -11,456 -4%
LA
114
LVW Advisors
New York
$7.42M +$1.5M +60,828 +26%
IAS
115
IMA Advisory Services
Colorado
$7.41M -$424K -17,244 -5%
PS
116
Portfolio Solutions
Michigan
$7.39M -$18.7K -760 -0.3%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$7.34M +$1M +40,716 +16%
SFA
118
Souders Financial Advisors
Ohio
$7.31M +$15.4K +628 +0.2%
GC
119
Grimes & Company
Massachusetts
$6.99M -$57.4K -2,332 -0.8%
WAM
120
WNY Asset Management
New York
$6.92M +$6.84M +278,024 New
SWA
121
Sightline Wealth Advisors
Connecticut
$6.8M +$108K +4,396 +2%
CP
122
Capital Planning
Washington
$6.56M +$2.22M +90,340 +52%
AIA
123
Arcadia Investment Advisors
Idaho
$6.51M -$1.09M -44,332 -15%
CMP
124
Courage Miller Partners
Virginia
$6.49M +$3.64K +148 +0.1%
SFA
125
Seneca Financial Advisors
New York
$6.47M +$140K +5,692 +2%