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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JF
126
Joule Financial
Kentucky
$6.29M +$685K +33,444 +12%
AIM
127
Athena Investment Management
California
$6.29M +$127K +6,196 +2%
HWM
128
HB Wealth Management
Georgia
$6.2M +$292K +14,270 +5%
MFC
129
Morris Financial Concepts
South Carolina
$6.19M +$172K +8,410 +3%
CAM
130
Cresset Asset Management
Illinois
$6.18M +$2.58M +125,862 +67%
GC
131
Garde Capital
Washington
$6.16M -$270K -13,154 -4%
SA
132
Scarborough Advisors
Maryland
$6.16M -$1.01M -49,382 -14%
ADL
133
Asset Dedication LLC
California
$6.02M -$7.75K -378 -0.1%
AMG
134
Asset Management Group
Connecticut
$5.96M +$14.4K +702 +0.2%
CMP
135
Courage Miller Partners
Virginia
$5.86M +$238K +11,606 +4%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$5.63M +$82.2K +4,010 +1%
CP
137
Capital Planning
Washington
$5.62M +$5.69M +277,492 New
PCM
138
Palouse Capital Management
Washington
$5.6M +$239K +11,640 New
BDF
139
Black Diamond Financial
Maryland
$5.59M +$129K +6,314 +2%
TYCC
140
Texas Yale Capital Corp
Florida
$5.54M +$388K +18,922 +7%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$5.47M -$695K -33,900 -11%
JP Morgan Chase
142
JP Morgan Chase
New York
$5.46M +$5.4M +263,340 +4,380%
KCPG
143
Kavar Capital Partners Group
Kansas
$5.45M -$96.4K -4,706 -2%
AIA
144
Armor Investment Advisors
North Carolina
$5.41M +$590K +28,814 +12%
WTC
145
WhitTier Trust Company
Nevada
$5.33M +$1.21M +59,238 +29%
DB
146
Dravo Bay
Delaware
$5.16M +$283K +13,834 +6%
CPIG
147
Chicago Partners Investment Group
Illinois
$5.12M +$1.53M +74,584 +50%
CAN
148
Cetera Advisor Networks
California
$5.09M -$553K -26,968 -10%
SBL
149
Sargent Bickham Lagudis
Colorado
$5.08M -$683K -33,330 -12%
CWA
150
Consilium Wealth Advisory
Texas
$5.06M +$509K +24,844 +11%