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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Ironwood Financial
Arizona
$764K +$23.9K +1,688 +3%
LWMT
127
Legacy Wealth Management (Tennessee)
Tennessee
$745K +$26.2K +1,844 +4%
BRWA
128
B. Riley Wealth Advisors
Florida
$729K +$83.6K +5,896 +13%
Goldman Sachs
129
Goldman Sachs
New York
$695K -$3.39M -238,896 -83%
SGAM
130
Steinberg Global Asset Management
Florida
$669K +$79.8K +5,624 +14%
MCM
131
Mengis Capital Management
Oregon
$660K -$118K -8,332 -15%
LCM
132
Leisure Capital Management
California
$639K +$71.8K +5,064 +13%
DG
133
Davidson & Garrard
Virginia
$631K +$54.6K +3,848 +10%
CWM
134
Cabot Wealth Management
Massachusetts
$630K -$2.16K -152 -0.3%
EWM
135
Evermay Wealth Management
Virginia
$620K -$113 -8 -0%
BPM
136
Bowling Portfolio Management
Ohio
$619K +$235K +16,544 +62%
FC
137
FCA Corp
Texas
$616K -$3.01K -212 -0.5%
SC
138
Savant Capital
Illinois
$613K -$3.23K -228 -0.5%
SAM
139
Summit Asset Management
Tennessee
$611K +$149K +10,504 +33%
CA
140
Cambridge Advisors
Nebraska
$584K -$3.06K -216 -0.5%
DWM
141
Destination Wealth Management
California
$579K -$14.5K -1,020 -2%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$572K +$565K +39,820 New
SS
143
Simplicity Solutions
Minnesota
$570K +$14.4K +1,016 +3%
RCA
144
Rowland Carmichael Advisors
Arizona
$565K -$3.12K -220 -0.6%
RJA
145
Raymond James & Associates
Florida
$538K +$193K +13,612 +57%
IWMPD
146
Integrated Wealth Management (Palm Desert)
California
$514K +$134K +9,476 +36%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$488K +$37.9K +2,672 +9%
IFS
148
Ifrah Financial Services
Arkansas
$485K +$16.4K +1,156 +4%
STMM
149
South Texas Money Management
Texas
$454K -$1.36M -95,652 -75%
GHA
150
GW Henssler & Associates
Georgia
$448K -$14.8K -1,040 -3%