We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
176
Integrity Advisory Solutions
Texas
$5.79M +$273K +9,112 +5%
OWM
177
Orgel Wealth Management
Wisconsin
$5.77M -$134K -4,454 -2%
GPA
178
Guerra Pan Advisors
New Jersey
$5.75M -$79.2K -2,641 -1%
NA
179
NWM Advisors
California
$5.71M +$442K +14,734 +8%
MM
180
Meridian Management
Arkansas
$5.7M -$419K -13,994 -7%
VFIC
181
Valley Forge Investment Consultants
Pennsylvania
$5.69M -$82.1K -2,740 -1%
FFA
182
Farther Finance Advisors
California
$5.68M +$744K +24,812 +15%
BA
183
Ballast Advisors
Minnesota
$5.68M +$309K +10,301 +6%
MWM
184
Modera Wealth Management
New Jersey
$5.64M +$174K +5,803 +3%
KF
185
K2 Financial
California
$5.63M +$106K +3,522 +2%
GC
186
Garde Capital
Washington
$5.62M -$305K -10,160 -5%
DCM
187
Davis Capital Management
Florida
$5.59M +$114K +3,802 +2%
PAG
188
Powers Advisory Group
Illinois
$5.58M +$10.1K +337 +0.2%
AFP
189
Ausdal Financial Partners
Iowa
$5.57M +$31.5K +1,050 +0.6%
IA
190
IFP Advisors
Florida
$5.5M -$141K -4,718 -2%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$5.47M -$501K -16,728 -8%
FA
192
FF Advisors
California
$5.39M +$275K +9,189 +6%
JJBC
193
James J. Burns & Company
New York
$5.38M -$48K -1,600 -0.9%
Stifel Financial
194
Stifel Financial
Missouri
$5.38M +$567K +18,914 +11%
NF
195
Nikulski Financial
Iowa
$5.34M -$15.5K -518 -0.3%
OCG
196
Opus Capital Group
Ohio
$5.29M +$7.25K +242 +0.1%
AWM
197
Apollon Wealth Management
South Carolina
$5.22M +$66.3K +2,211 +1%
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$5.2M -$34.5K -1,150 -0.6%
PAG
199
Private Advisor Group
New Jersey
$5.19M -$371K -12,389 -6%
RWP
200
RWA Wealth Partners
Massachusetts
$5.19M +$522K +17,430 +11%