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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
$8.78M +$937K +36,644 +12%
AP
102
Appleton Partners
Massachusetts
$8.73M +$434K +16,972 +5%
SBL
103
Sargent Bickham Lagudis
Colorado
$8.53M -$406K -15,884 -5%
WAM
104
WNY Asset Management
New York
$8.49M +$1.21M +47,196 +17%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$8.43M -$19.5K -764 -0.2%
SWRP
106
Summit Wealth & Retirement Planning
California
$8.38M -$14.8K -580 -0.2%
ADL
107
Asset Dedication LLC
California
$8.33M -$381K -14,884 -4%
BFG
108
Berger Financial Group
Minnesota
$8.22M +$1.84M +71,960 +30%
NYLIM
109
New York Life Investment Management
New York
$8.21M +$3.53M +138,052 +78%
BDF
110
Black Diamond Financial
Maryland
$8.19M +$75.2K +2,940 +0.9%
FNC
111
First National Corp
Massachusetts
$8.17M +$1.69M +66,048 +15%
GC
112
Garde Capital
Washington
$8.16M +$38.6K +1,508 +0.5%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$7.91M +$229K +8,972 +3%
LA
114
LVW Advisors
New York
$7.89M +$129K +5,060 +2%
HFP
115
Holistic Financial Partners
Indiana
$7.84M +$36.4K +1,424 +0.5%
LFS
116
Lutz Financial Services
Nebraska
$7.76M -$158K -6,192 -2%
IAS
117
IMA Advisory Services
Colorado
$7.68M -$67.3K -2,632 -0.9%
GC
118
Grimes & Company
Massachusetts
$7.55M +$238K +9,320 +3%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$7.38M +$610K +23,840 +9%
PS
120
Portfolio Solutions
Michigan
$7.17M -$408K -15,948 -5%
DP
121
Denver PWM
Colorado
$7.15M -$259K -10,128 -4%
MSFS
122
Main Street Financial Solutions
Pennsylvania
$7.07M +$552K +21,608 +9%
AG
123
Appleton Group
Wisconsin
$7.03M -$6.95M -271,880 -50%
MCM
124
MAI Capital Management
Ohio
$6.88M +$4.6M +179,948 +214%
CMP
125
Courage Miller Partners
Virginia
$6.85M +$62.1K +2,428 +0.9%