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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
Valmark Advisers
Ohio
$5.08M +$36.6K +1,668 +0.7%
FF
152
Friedenthal Financial
New Jersey
$5.06M +$24.2K +1,104 +0.5%
SS
153
Sunbelt Securities
Texas
$5.03M +$561K +25,584 +12%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$4.93M -$251K -11,450 -5%
BWM
155
BCS Wealth Management
Tennessee
$4.87M +$5.16M +234,978 New
SWM
156
Sculati Wealth Management
Michigan
$4.86M +$81.5K +3,714 +2%
NRI
157
NFP Retirement Inc
California
$4.84M -$846K -38,540 -14%
GCP
158
Gill Capital Partners
Colorado
$4.77M +$34.2K +1,558 +0.7%
LA
159
LVW Advisors
New York
$4.63M +$197K +9,000 +4%
GSIS
160
Global Strategic Investment Solutions
Arizona
$4.55M -$147K -6,688 -3%
PS
161
Planned Solutions
California
$4.51M +$218K +9,930 +5%
TYCC
162
Texas Yale Capital Corp
Florida
$4.46M -$373K -17,008 -7%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$4.44M -$88.8K -4,048 -2%
C
164
CEDRUS
Colorado
$4.39M +$539K +24,548 +13%
KCPG
165
Kavar Capital Partners Group
Kansas
$4.39M +$29.9K +1,364 +0.6%
ULWM
166
Upper Left Wealth Management
Florida
$4.35M +$2.28M +104,096 +98%
EGWAG
167
Elwood & Goetz Wealth Advisory Group
Georgia
$4.31M +$887K +40,404 +24%
FPCP
168
Fort Point Capital Partners
California
$4.29M +$2.22M +101,134 +95%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$4.29M +$102K +4,636 +2%
MWM
170
Modera Wealth Management
New Jersey
$4.29M -$163K -7,414 -3%
SWA
171
Sutton Wealth Advisors
Florida
$4.26M -$143K -6,522 -3%
JP Morgan Chase
172
JP Morgan Chase
New York
$4.15M +$470K +21,396 +12%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$4.14M -$245K -11,168 -5%
WA
174
WBH Advisory
Maryland
$4.07M +$162K +7,386 +4%
CWA
175
Carolina Wealth Advisors
South Carolina
$4.07M -$446K -20,316 -9%