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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
SeaCrest Wealth Management
New York
$3.09M +$13.4K +740 +0.4%
AP
127
Appleton Partners
Massachusetts
$2.98M +$500K +27,652 +21%
CMBA
128
C.M. Bidwell & Associates
Hawaii
$2.97M -$241K -13,332 -8%
AMG
129
Asset Management Group
Connecticut
$2.87M -$33.8K -1,868 -1%
LFGH
130
Lee Financial Group Hawaii
Hawaii
$2.86M +$14.9K +824 +0.5%
KF
131
Krilogy Financial
Missouri
$2.83M +$161K +8,920 +6%
EWM
132
Elmwood Wealth Management
California
$2.78M -$271K -15,004 -9%
WC
133
Westwind Capital
New Mexico
$2.77M +$2.7M +149,384 +13,058%
WP
134
WealthSource Partners
California
$2.74M +$345K +19,040 +15%
CFA
135
Cahill Financial Advisors
Minnesota
$2.73M -$6.51K -360 -0.2%
FC
136
Financial Consulate
Maryland
$2.7M +$90K +4,976 +4%
CWM
137
Chesapeake Wealth Management
Virginia
$2.7M -$240K -13,260 -8%
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$2.65M -$87.9K -4,856 -3%
NWS
139
Newport Wealth Strategies
California
$2.59M -$2.34M -129,304 -48%
FWP
140
FAS Wealth Partners
Kansas
$2.55M +$105K +5,780 +4%
GC
141
Grimes & Company
Massachusetts
$2.55M +$595K +32,908 +31%
BC
142
Burleson & Co
California
$2.54M +$132K +7,272 +6%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$2.48M +$547K +30,236 +29%
MWM
144
Meridian Wealth Management
Kentucky
$2.43M -$27.4K -1,512 -1%
LIM
145
Leavell Investment Management
Alabama
$2.41M +$3.91K +216 +0.2%
JIC
146
Johnson Investment Counsel
Ohio
$2.39M +$1.08M +59,508 +85%
PA
147
Parallel Advisors
California
$2.33M +$54.4K +3,008 +2%
FA
148
Fagan Associates
New York
$2.29M +$398K +22,024 +21%
CB
149
Community Bank
New York
$2.27M +$184K +10,152 +9%
SAM
150
Smithbridge Asset Management
Pennsylvania
$2.22M +$519K +28,700 +31%