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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
TownSquare Capital
Utah
$5.61M -$17.9K -701 -0.3%
FF
152
Friedenthal Financial
New Jersey
$5.48M -$237K -9,294 -4%
KCPG
153
Kavar Capital Partners Group
Kansas
$5.45M +$275K +10,785 +5%
AF
154
Allworth Financial
California
$5.39M +$2.81M +110,266 +87%
BWM
155
Bernard Wealth Management
Michigan
$5.37M +$567K +22,228 +11%
OWM
156
Orgel Wealth Management
Wisconsin
$5.3M +$26.7K +1,049 +0.5%
TIM
157
Tortoise Investment Management
New York
$5.3M +$660K +25,894 +13%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$5.29M -$302K -11,845 -5%
GC
159
Garde Capital
Washington
$5.27M -$102K -3,999 -2%
GPA
160
Guerra Pan Advisors
New Jersey
$5.19M -$101K -3,969 -2%
BAMG
161
Brand Asset Management Group
Missouri
$5.18M +$90.4K +3,547 +2%
AWE
162
Avidian Wealth Enterprises
Texas
$5.18M -$475K -18,638 -8%
VIA
163
Victrix Investment Advisors
Florida
$5.14M +$5.8M +227,542 New
MAS
164
Meeder Advisory Services
Ohio
$5.03M +$479K +18,785 +10%
CAM
165
Cobblestone Asset Management
Virginia
$5M +$776K +30,437 +17%
MBI
166
May Barnhard Investments
Maryland
$4.89M -$631K -24,737 -11%
NRI
167
NFP Retirement Inc
California
$4.86M +$231K +9,066 +5%
CCM
168
Chilton Capital Management
Texas
$4.86M -$109K -4,268 -2%
EGWAG
169
Elwood & Goetz Wealth Advisory Group
Georgia
$4.77M +$1.21M +47,600 +31%
CFGA
170
Cambridge Financial Group (Arizona)
Arizona
$4.76M +$257K +10,074 +5%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.71M +$2.29M +90,035 +81%
BWM
172
BCS Wealth Management
Tennessee
$4.71M -$392K -15,392 -7%
GWM
173
Geneos Wealth Management
Colorado
$4.7M -$1.62M -63,529 -24%
MWM
174
Modera Wealth Management
New Jersey
$4.69M -$142K -5,574 -3%
AFP
175
Ausdal Financial Partners
Iowa
$4.66M -$335K -13,135 -6%