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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sightline Wealth Advisors
Connecticut
$7.47M +$626K +29,704 +10%
FIBT
127
First International Bank & Trust
North Dakota
$7.36M +$740K +35,118 +13%
MTIC
128
Missouri Trust & Investment Company
Missouri
$7.29M +$1.3M +61,646 +25%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$7.25M -$80.2K -3,806 -1%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.21M +$4.23M +200,602 +192%
WANY
131
Wealthspire Advisors (New York)
New York
$7.2M -$15.9K -756 -0.2%
MG
132
Mather Group
Illinois
$7.06M -$337K -15,994 -5%
Stifel Financial
133
Stifel Financial
Missouri
$6.99M +$209K +9,894 +3%
GC
134
Garde Capital
Washington
$6.93M -$155K -7,346 -2%
ADL
135
Asset Dedication LLC
California
$6.92M +$17.2K +816 +0.3%
HWM
136
HB Wealth Management
Georgia
$6.9M -$128K -6,080 -2%
HPFG
137
Hart & Patterson Financial Group
Massachusetts
$6.8M +$6.07M +287,828 New
CWM
138
Congress Wealth Management
Massachusetts
$6.73M +$96.2K +4,564 +2%
AMG
139
Asset Management Group
Connecticut
$6.7M -$49.9K -2,368 -0.8%
DB
140
Dravo Bay
Delaware
$6.69M -$16.1K -766 -0.3%
BFG
141
Bleakley Financial Group
New Jersey
$6.67M +$446K +21,162 +8%
SS
142
Simplicity Solutions
Minnesota
$6.67M +$448K +21,244 +8%
HFS
143
Horizon Financial Services
North Carolina
$6.59M +$94.5K +4,484 +2%
RGF
144
Retirement Guys Formula
Ohio
$6.59M +$5.88M +278,886 New
OWM
145
Orgel Wealth Management
Wisconsin
$6.55M +$121K +5,728 +2%
BIA
146
Bell Investment Advisors
California
$6.52M -$174K -8,248 -3%
BDF
147
Black Diamond Financial
Maryland
$6.51M +$49K +2,326 +0.9%
CAM
148
Cresset Asset Management
Illinois
$6.49M +$103K +4,874 +2%
VC
149
Veery Capital
Delaware
$6.47M +$132K +6,254 +2%
VFIC
150
Valley Forge Investment Consultants
Pennsylvania
$6.47M -$764K -36,234 -12%