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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$5.65M +$80.8K +4,060 +2%
SFA
127
Seneca Financial Advisors
New York
$5.65M +$5.06M +253,952 New
SFWC
128
Strategic Family Wealth Counselors
New Jersey
$5.59M +$294K +14,752 +6%
FCI
129
Financial Counselors Inc
Kansas
$5.33M +$4.77M +239,596 New
LA
130
LVW Advisors
New York
$5.27M -$38K -1,908 -0.8%
ECM
131
Exchange Capital Management
Michigan
$5.27M -$92.9K -4,668 -2%
SWA
132
Sutton Wealth Advisors
Florida
$5.21M -$17.8K -892 -0.4%
CCM
133
Ciovacco Capital Management
Georgia
$5.06M +$4.53M +227,520 New
MSFS
134
Main Street Financial Solutions
Pennsylvania
$5.05M +$4.52M +226,940 New
BBPWM
135
Blue Bell Private Wealth Management
Pennsylvania
$4.98M -$56.7K -2,848 -1%
MSWMA
136
Market Street Wealth Management Advisors
Indiana
$4.96M +$95.5K +4,796 +2%
SWM
137
Southern Wealth Management
Texas
$4.92M +$47.8K +2,400 +1%
SWM
138
Sculati Wealth Management
Michigan
$4.87M -$20.9K -1,048 -0.5%
CWA
139
Carolina Wealth Advisors
South Carolina
$4.86M -$498K -24,996 -10%
PIMG
140
Patriot Investment Management Group
Tennessee
$4.83M -$4.53M -227,460 -51%
TYCC
141
Texas Yale Capital Corp
Florida
$4.81M -$74.6K -3,748 -2%
BAMG
142
Brand Asset Management Group
Missouri
$4.7M -$253K -12,716 -6%
FHB
143
First Hawaiian Bank
Hawaii
$4.7M +$20.7K +1,040 +0.5%
FF
144
Friedenthal Financial
New Jersey
$4.69M -$1.07M -53,776 -20%
LFA
145
Lighthouse Financial Advisors
Maryland
$4.69M -$293K -14,712 -7%
PP
146
PrairieView Partners
Minnesota
$4.63M -$169K -8,496 -4%
BPA
147
Beacon Pointe Advisors
California
$4.57M -$277K -13,920 -6%
PS
148
Planned Solutions
California
$4.55M +$334K +16,752 +9%
BWM
149
BCS Wealth Management
Tennessee
$4.46M -$96.5K -4,848 -2%
QAM
150
QCI Asset Management
New York
$4.38M -$1.36M -68,216 -26%