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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
151
Bison Wealth
Georgia
$2.18M +$468K +25,848 +28%
FLPIM
152
F.L. Putnam Investment Management
Massachusetts
$2.16M -$540K -29,836 -20%
BC
153
Bartlett & Co
Ohio
$2.15M +$49.1K +2,712 +2%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$2.15M +$49.1K +2,712 +2%
PFT
155
Providence First Trust
Arizona
$2.11M +$12.7K +704 +0.6%
LPIC
156
LeJeune Puetz Investment Counsel
Michigan
$2.1M +$444K +24,512 +27%
BC
157
Barnett & Company
Tennessee
$2.1M +$199K +11,024 +11%
HIC
158
Hartline Investment Corp
Illinois
$2.08M -$16.1K -892 -0.8%
PWA
159
Providence Wealth Advisors
Illinois
$2.06M +$2.03M +112,144 New
CCMW
160
Cypress Capital Management (Wyoming)
Wyoming
$2.04M -$213K -11,780 -10%
CWM
161
Cabot Wealth Management
Massachusetts
$2.04M +$73.6K +4,068 +4%
SAM
162
Summit Asset Management
Tennessee
$2.03M +$6.22K +344 +0.3%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$2.01M +$34.2K +1,888 +2%
MWM
164
MinichMacGregor Wealth Management
New York
$2M +$1.94M +107,296 +14,344%
CHA
165
Carmichael Hill & Associates
Maryland
$1.99M +$89.2K +4,932 +5%
IAS
166
IMA Advisory Services
Colorado
$1.97M +$138K +7,612 +8%
PAG
167
Private Advisor Group
New Jersey
$1.96M +$1.35M +74,808 +239%
BlackRock
168
BlackRock
New York
$1.86M -$79.3K -4,384 -4%
EWM
169
Evermay Wealth Management
Virginia
$1.85M +$21.7K +1,200 +1%
FA
170
FDx Advisors
Illinois
$1.82M +$148K +8,184 +9%
OAJ
171
Ogorek Anthony Joseph
New York
$1.81M +$1.78M +98,620 New
TA
172
TMD & Associates
Arizona
$1.79M +$1.76M +97,192 New
LFAS
173
Level Four Advisory Services
Texas
$1.77M +$646K +35,692 +59%
TYCC
174
Texas Yale Capital Corp
Florida
$1.76M +$23.2K +1,280 +1%
HFP
175
Holistic Financial Partners
Indiana
$1.62M +$322K +17,804 +25%