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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$9.07M -$1.17M -35,400 -12%
TIM
152
Tortoise Investment Management
New York
$9.02M -$148K -4,492 -2%
AIM
153
Athena Investment Management
California
$9.01M -$1.62M -49,067 -16%
FF
154
Friedenthal Financial
New Jersey
$8.93M -$10.6K -320 -0.1%
MG
155
Mather Group
Illinois
$8.75M +$322K +9,746 +4%
EGWAG
156
Elwood & Goetz Wealth Advisory Group
Georgia
$8.66M -$135K -4,098 -2%
MWM
157
Meridian Wealth Management
Kentucky
$8.47M +$39.1K +1,183 +0.5%
BDF
158
Black Diamond Financial
Maryland
$8.4M -$53K -1,603 -0.7%
MAS
159
Meeder Advisory Services
Ohio
$8.36M -$833K -25,216 -10%
BIA
160
Bell Investment Advisors
California
$8.32M -$300K -9,086 -4%
AMG
161
Asset Management Group
Connecticut
$8.29M -$429K -12,979 -5%
FLFS
162
Family Legacy Financial Solutions
North Carolina
$8.2M +$324K +9,796 +5%
MWM
163
Mission Wealth Management
California
$8.18M +$1.71M +51,813 +30%
UCFA
164
United Capital Financial Advisors
Texas
$8.11M -$256K -7,759 -3%
GCP
165
Gill Capital Partners
Colorado
$8.01M -$459K -13,905 -6%
BWM
166
Bernard Wealth Management
Michigan
$8M +$80.2K +2,427 +1%
AF
167
Allworth Financial
California
$7.95M -$357K -10,810 -5%
CIC
168
Cutler Investment Counsel
Oregon
$7.91M +$568K +17,195 +9%
FFA
169
Farther Finance Advisors
California
$7.91M +$838K +25,371 +13%
IAS
170
Integrity Advisory Solutions
Texas
$7.8M +$548K +16,575 +8%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$7.72M +$20.6K +622 +0.3%
MS
172
Monetary Solutions
Ohio
$7.68M -$842K -25,487 -11%
LPAM
173
Lodestar Private Asset Management
California
$7.64M -$14.8K -449 -0.2%
NA
174
NWM Advisors
California
$7.5M +$366K +11,088 +6%
Northern Trust
175
Northern Trust
Illinois
$7.42M +$5.87M +177,785 +643%