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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$1.98M +$339K +17,788 +21%
IAS
177
IMA Advisory Services
Colorado
$1.96M -$78.3K -4,104 -4%
EWM
178
Evermay Wealth Management
Virginia
$1.94M +$29.3K +1,536 +2%
FAIM
179
Financial Advocates Investment Management
Washington
$1.91M +$282K +14,784 +17%
OAJ
180
Ogorek Anthony Joseph
New York
$1.87M -$3.36K -176 -0.2%
TYCC
181
Texas Yale Capital Corp
Florida
$1.86M +$35.5K +1,864 +2%
BlackRock
182
BlackRock
New York
$1.85M -$77.2K -4,048 -4%
FA
183
FDx Advisors
Illinois
$1.73M -$154K -8,052 -8%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.69M +$154K +8,096 +10%
PA
185
Pinnacle Associates
New York
$1.68M +$17.8K +936 +1%
HR
186
Howe & Rusling
New York
$1.62M +$262K +13,720 +19%
WAM
187
Watermark Asset Management
California
$1.59M +$65.2K +3,420 +4%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$1.55M
LCM
189
Leisure Capital Management
California
$1.55M +$195K +10,220 +14%
SCA
190
Strategic Capital Advisers
Colorado
$1.53M +$11.4K +600 +0.8%
MCM
191
Mainstay Capital Management
Michigan
$1.5M +$1.5M +78,708 +109,317%
AOWM
192
Alpha Omega Wealth Management
Virginia
$1.49M +$165K +8,644 +12%
JFA
193
JNBA Financial Advisors
Minnesota
$1.49M +$1.49M +78,248 +41,621%
WI
194
Wintrust Investments
Illinois
$1.49M +$121K +6,324 +9%
AA
195
Alesco Advisors
New York
$1.47M +$2.14K +112 +0.1%
CCM
196
Condor Capital Management
New Jersey
$1.44M -$23.7K -1,244 -2%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$1.44M +$189K +9,936 +15%
DBRC
198
D.B. Root & Company
Pennsylvania
$1.44M +$283K +14,816 +24%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$1.43M +$3.13K +164 +0.2%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$1.43M +$324K +17,000 +29%