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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$605K +$121K +9,148 +26%
CWM
127
Cabot Wealth Management
Massachusetts
$594K +$19.6K +1,480 +3%
EWM
128
Evermay Wealth Management
Virginia
$582K +$7.59K +572 +1%
FC
129
FCA Corp
Texas
$581K +$149K +11,236 +35%
SC
130
Savant Capital
Illinois
$579K +$45.3K +3,412 +9%
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$567K +$48.2K +3,632 +9%
CA
132
Cetera Advisors
Colorado
$561K +$169K +12,752 +44%
DWM
133
Destination Wealth Management
California
$558K +$160K +12,032 +41%
SGAM
134
Steinberg Global Asset Management
Florida
$552K +$56.3K +4,244 +12%
CA
135
Cambridge Advisors
Nebraska
$551K -$6.64K -500 -1%
DG
136
Davidson & Garrard
Virginia
$541K -$5.36K -404 -1%
RCA
137
Rowland Carmichael Advisors
Arizona
$534K +$103K +7,756 +24%
LCM
138
Leisure Capital Management
California
$531K +$6.8K +512 +1%
BHTS
139
Bar Harbor Trust Services
Maine
$530K -$61.1K -4,600 -10%
SS
140
Simplicity Solutions
Minnesota
$521K +$5.89K +444 +1%
FWP
141
FAS Wealth Partners
Kansas
$493K +$485K +36,520 New
IFS
142
Ifrah Financial Services
Arkansas
$440K -$2.39K -180 -0.5%
GHA
143
GW Henssler & Associates
Georgia
$435K -$43.8K -3,300 -9%
SAM
144
Summit Asset Management
Tennessee
$432K +$53 +4 +0%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$423K +$21.2K +1,596 +5%
MWP
146
MYCIO Wealth Partners
Pennsylvania
$421K +$413K +31,140 New
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$415K -$4.94K -372 -1%
MFS
148
MSI Financial Services
Massachusetts
$402K -$77.5K -5,836 -16%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$399K +$52.2K +3,932 +15%
AG
150
Advisor Group
Arizona
$399K +$395K +29,740 New