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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$10.2M -$296K -11,111 -3%
AFA
102
American Financial Advisors
Georgia
$9.96M +$166K +6,230 +2%
MWM
103
Meridian Wealth Management
Kentucky
$9.93M -$1.36M -51,176 -12%
MTIC
104
Missouri Trust & Investment Company
Missouri
$9.85M +$277K +10,413 +3%
IWC
105
Integrated Wealth Concepts
Massachusetts
$9.77M -$25.7K -967 -0.3%
SWA
106
Sightline Wealth Advisors
Connecticut
$9.57M +$692K +26,002 +8%
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$9.51M +$250K +9,382 +3%
SFA
108
Seneca Financial Advisors
New York
$9.22M +$444K +16,679 +5%
UCFA
109
United Capital Financial Advisors
Texas
$9.13M -$552K -20,742 -6%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$9.12M +$53.2K +1,998 +0.6%
Truist Financial
111
Truist Financial
North Carolina
$9.02M -$326K -12,256 -3%
WANY
112
Wealthspire Advisors (New York)
New York
$9M +$1.59M +59,585 +21%
CMP
113
Courage Miller Partners
Virginia
$8.62M +$26.6K +1,001 +0.3%
ACM
114
Anfield Capital Management
California
$8.6M +$106K +3,978 +1%
BFG
115
Bouchey Financial Group
New York
$8.58M -$226K -8,496 -2%
SLT
116
St Louis Trust
Missouri
$8.56M +$522K +19,609 +6%
LFS
117
Lutz Financial Services
Nebraska
$8.49M +$47.9K +1,802 +0.6%
FPCP
118
Fort Point Capital Partners
California
$8.47M +$2.52M +94,623 +41%
FCI
119
Financial Counselors Inc
Kansas
$8.46M +$118K +4,420 +1%
PIMG
120
Patriot Investment Management Group
Tennessee
$8.46M -$66.4K -2,495 -0.8%
AIM
121
Athena Investment Management
California
$8.42M +$67K +2,520 +0.8%
ACM
122
Advisors Capital Management
New Jersey
$8.38M +$1.05M +39,465 +14%
SIC
123
Salem Investment Counselors
North Carolina
$8.12M -$344K -12,941 -4%
WT
124
Whittier Trust
California
$8.06M -$120K -4,523 -1%
MG
125
Mather Group
Illinois
$7.82M -$249K -9,368 -3%