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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$6.18M +$58.5K +2,668 +0.9%
ADL
127
Asset Dedication LLC
California
$6.05M -$45K -2,050 -0.7%
CPIG
128
Chicago Partners Investment Group
Illinois
$6.04M +$680K +30,982 +11%
SWA
129
Sightline Wealth Advisors
Connecticut
$5.94M +$856K +39,008 +16%
AMG
130
Asset Management Group
Connecticut
$5.92M -$28.8K -1,312 -0.5%
Stifel Financial
131
Stifel Financial
Missouri
$5.92M -$525K -23,926 -8%
BIA
132
Bell Investment Advisors
California
$5.89M +$143K +6,534 +2%
DB
133
Dravo Bay
Delaware
$5.88M +$336K +15,326 +6%
PCG
134
Prosperity Consulting Group
Maryland
$5.86M +$6.21M +283,128 New
CWM
135
Congress Wealth Management
Massachusetts
$5.81M -$1.1M -49,968 -15%
FIBT
136
First International Bank & Trust
North Dakota
$5.73M -$1.09M -49,712 -15%
HFS
137
Horizon Financial Services
North Carolina
$5.68M +$222K +10,094 +4%
BDF
138
Black Diamond Financial
Maryland
$5.66M +$26.7K +1,216 +0.4%
OWM
139
Orgel Wealth Management
Wisconsin
$5.62M +$1.46M +66,426 +32%
CAM
140
Cresset Asset Management
Illinois
$5.59M -$49.8K -2,270 -0.8%
VC
141
Veery Capital
Delaware
$5.54M +$241K +10,964 +4%
WTC
142
WhitTier Trust Company
Nevada
$5.46M +$878 +40 +0%
MAM
143
Marquette Asset Management
Minnesota
$5.46M -$439K -19,998 -7%
BFG
144
Bleakley Financial Group
New Jersey
$5.41M +$711K +32,422 +14%
SS
145
Simplicity Solutions
Minnesota
$5.4M +$711K +32,420 +14%
PMG
146
ProVise Management Group
Florida
$5.35M -$698K -31,796 -11%
PSP
147
Pacific Sage Partners
Washington
$5.23M -$3.73M -169,882 -40%
CWA
148
Consilium Wealth Advisory
Texas
$5.21M +$375K +17,110 +7%
IAN
149
Integrated Advisors Network
Texas
$5.14M -$264K -12,052 -5%
MTIC
150
Missouri Trust & Investment Company
Missouri
$5.12M +$203K +9,234 +4%