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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Congress Wealth Management
Massachusetts
$6.52M +$352K +16,450 +5%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$6.47M -$54.5K -2,548 -0.8%
LFS
103
Lutz Financial Services
Nebraska
$6.45M +$1.81M +84,472 +34%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$6.43M +$99.5K +4,656 +1%
WANY
105
Wealthspire Advisors (New York)
New York
$6.42M +$23.6K +1,104 +0.3%
CWM
106
Curi Wealth Management
North Carolina
$6.39M +$585K +27,374 +9%
GC
107
Garde Capital
Washington
$6.37M -$377K -17,644 -5%
HWM
108
HB Wealth Management
Georgia
$6.35M +$3.8M +177,796 +120%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$6.32M -$122K -5,716 -2%
FWM
110
ForthRight Wealth Management
Georgia
$6.25M +$1.15M +53,886 +20%
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$6.25M +$33.3K +1,560 +0.5%
DP
112
Denver PWM
Colorado
$6.17M +$24.2K +1,132 +0.4%
EL
113
Essex LLC
Illinois
$6.17M +$98K +4,586 +1%
HFP
114
Holistic Financial Partners
Indiana
$6.14M -$95.3K -4,460 -1%
HFS
115
Horizon Financial Services
North Carolina
$5.98M +$65.2K +3,052 +1%
MWM
116
Meridian Wealth Management
Kentucky
$5.95M +$5.05M +236,062 +341%
MFC
117
Morris Financial Concepts
South Carolina
$5.84M +$84.4K +3,948 +1%
AIM
118
Athena Investment Management
California
$5.84M +$697K +32,588 +12%
SFA
119
Souders Financial Advisors
Ohio
$5.83M +$330K +15,438 +5%
FIBT
120
First International Bank & Trust
North Dakota
$5.82M +$373K +17,464 +6%
SFA
121
Seneca Financial Advisors
New York
$5.72M +$482K +22,570 +8%
AMG
122
Asset Management Group
Connecticut
$5.7M +$39.6K +1,854 +0.6%
BDF
123
Black Diamond Financial
Maryland
$5.5M -$349K -16,314 -5%
PAG
124
Private Advisor Group
New Jersey
$5.5M -$1.95M -91,116 -24%
MG
125
Mather Group
Illinois
$5.47M +$1.32M +61,514 +28%