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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$9.63M -$484K -19,478 -5%
MTIC
102
Missouri Trust & Investment Company
Missouri
$9.54M +$744K +29,950 +9%
Truist Financial
103
Truist Financial
North Carolina
$9.3M -$158K -6,364 -2%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$9.23M +$273K +10,978 +3%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$9.03M -$389K -15,680 -4%
SWA
106
Sightline Wealth Advisors
Connecticut
$8.86M +$113K +4,550 +1%
BFG
107
Bouchey Financial Group
New York
$8.76M -$78.9K -3,176 -0.9%
SFA
108
Seneca Financial Advisors
New York
$8.75M +$539K +21,714 +7%
CMP
109
Courage Miller Partners
Virginia
$8.56M +$38.5K +1,550 +0.5%
PIMG
110
Patriot Investment Management Group
Tennessee
$8.49M -$205K -8,274 -2%
SIC
111
Salem Investment Counselors
North Carolina
$8.42M -$156K -6,286 -2%
LFS
112
Lutz Financial Services
Nebraska
$8.41M -$76.1K -3,064 -0.9%
AIM
113
Athena Investment Management
California
$8.32M +$17K +684 +0.2%
FCI
114
Financial Counselors Inc
Kansas
$8.31M
WT
115
Whittier Trust
California
$8.14M +$201K +8,098 +3%
MG
116
Mather Group
Illinois
$8.02M -$237K -9,534 -3%
SLT
117
St Louis Trust
Missouri
$8.02M
SS
118
Sunbelt Securities
Texas
$7.94M +$94.5K +3,806 +1%
HWM
119
HB Wealth Management
Georgia
$7.88M +$555K +22,336 +8%
WTC
120
WhitTier Trust Company
Nevada
$7.66M -$192K -7,728 -3%
Betterment LLC
121
Betterment LLC
New York
$7.64M +$2.27M +91,246 +44%
CP
122
Creekside Partners
California
$7.63M +$795 +32 +0%
DWM
123
Diversify Wealth Management
Utah
$7.47M +$14.1M +569,472 +3,940%
CWM
124
Congress Wealth Management
Massachusetts
$7.44M +$120K +4,820 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$7.43M +$156K +6,300 +2%