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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$2.59M +$2.36M +133,788 +835%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$2.58M +$792K +44,904 +43%
CFA
128
Cahill Financial Advisors
Minnesota
$2.58M -$9.8K -556 -0.4%
FLPIM
129
F.L. Putnam Investment Management
Massachusetts
$2.54M +$957K +54,296 +59%
KF
130
Krilogy Financial
Missouri
$2.5M +$123K +6,980 +5%
FC
131
Financial Consulate
Maryland
$2.45M +$295K +16,756 +13%
AP
132
Appleton Partners
Massachusetts
$2.33M +$925K +52,488 +64%
MWM
133
Meridian Wealth Management
Kentucky
$2.31M -$262K -14,860 -10%
FWP
134
FAS Wealth Partners
Kansas
$2.3M +$110K +6,244 +5%
LIM
135
Leavell Investment Management
Alabama
$2.26M +$67.3K +3,820 +3%
BC
136
Burleson & Co
California
$2.26M -$95.1K -5,396 -4%
Citadel Advisors
137
Citadel Advisors
Florida
$2.25M -$2.15M -121,736 -48%
WP
138
WealthSource Partners
California
$2.24M +$285K +16,160 +14%
PS
139
Portfolio Solutions
Michigan
$2.21M -$278K -15,788 -11%
PA
140
Parallel Advisors
California
$2.14M +$34.2K +1,940 +2%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$2.12M +$2.01M +113,916 +1,297%
AA
142
Advisory Alpha
Michigan
$2.1M +$1.29M +73,000 +153%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$1.97M +$2.01M +113,996 New
BC
144
Bartlett & Co
Ohio
$1.97M +$15.4K +872 +0.8%
HIC
145
Hartline Investment Corp
Illinois
$1.97M -$2.4M -136,052 -54%
PFT
146
Providence First Trust
Arizona
$1.97M +$860K +48,760 +75%
CB
147
Community Bank
New York
$1.95M +$16.2K +920 +0.8%
SAM
148
Summit Asset Management
Tennessee
$1.9M +$68.5K +3,888 +4%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$1.86M -$981K -55,668 -34%
CWM
150
Cabot Wealth Management
Massachusetts
$1.84M +$251K +14,232 +15%