We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BCS Wealth Management
Tennessee
$5.44M -$986K -36,863 -16%
IA
177
IFP Advisors
Florida
$5.42M +$173K +6,454 +3%
MWM
178
Modera Wealth Management
New Jersey
$5.42M -$29K -1,083 -0.6%
AFG
179
Atomi Financial Group
New York
$5.39M +$258K +9,635 +5%
AFP
180
Ausdal Financial Partners
Iowa
$5.37M -$158K -5,919 -3%
MWM
181
Mission Wealth Management
California
$5.37M +$3.96K +148 +0.1%
CFGA
182
Cambridge Financial Group (Arizona)
Arizona
$5.35M -$158K -5,893 -3%
ECM
183
Evergreen Capital Management
Washington
$5.32M +$184K +6,890 +4%
ATWA
184
Arbor Trust Wealth Advisors
Michigan
$5.29M -$733K -27,399 -13%
PAG
185
Powers Advisory Group
Illinois
$5.26M +$56.9K +2,128 +1%
JJBC
186
James J. Burns & Company
New York
$5.23M +$31.4K +1,176 +0.6%
DCM
187
Davis Capital Management
Florida
$5.16M +$4.94M +184,812 New
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$5.13M -$49K -1,834 -1%
ASN
189
Advisory Services Network
Georgia
$5.1M -$154K -5,764 -3%
BA
190
Ballast Advisors
Minnesota
$5.09M -$109K -4,091 -2%
FFG
191
Floyd Financial Group
Missouri
$5.08M +$4.89M +182,788 New
WMWM
192
Wilkins Miller Wealth Management
Alabama
$5.08M +$195K +7,278 +4%
PWM
193
Pinnacle Wealth Management
California
$5.08M +$4.87M +181,986 New
CIC
194
Cutler Investment Counsel
Oregon
$5.07M -$27K -1,009 -0.6%
NA
195
NewEdge Advisors
Louisiana
$5.07M -$184K -6,883 -4%
OCG
196
Opus Capital Group
Ohio
$5.05M +$19.1K +714 +0.4%
CAL
197
Capital Analysts LLC
Pennsylvania
$4.96M +$94.4K +3,532 +2%
Wealthfront Advisers
198
Wealthfront Advisers
California
$4.94M +$674K +25,197 +17%
PL
199
Plancorp LLC
Missouri
$4.9M -$712K -26,639 -13%
IAS
200
Integrity Advisory Solutions
Texas
$4.89M +$4.68M +175,135 New