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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
201
Cypress Wealth Services
California
$1.51M +$526K +31,140 +45%
SAM
202
Summit Asset Management
Tennessee
$1.49M -$245K -14,488 -13%
IDA
203
Intelligence Driven Advisers
California
$1.47M +$1.64M +96,812 New
SFG
204
SNS Financial Group
Minnesota
$1.47M +$806K +47,696 +98%
JP Morgan Chase
205
JP Morgan Chase
New York
$1.42M +$441K +26,084 +39%
RJA
206
Raymond James & Associates
Florida
$1.41M +$877K +51,924 +127%
LNC
207
Lincoln National Corp
Pennsylvania
$1.39M +$1.55M +91,772 New
CWM
208
Cabot Wealth Management
Massachusetts
$1.39M -$287K -16,968 -16%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.39M -$272K -16,124 -15%
TYCC
210
Texas Yale Capital Corp
Florida
$1.38M -$117K -6,912 -7%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$1.37M +$1.48M +87,536 New
PA
212
Pinnacle Associates
New York
$1.33M -$6.02K -356 -0.4%
DBRC
213
D.B. Root & Company
Pennsylvania
$1.33M +$205K +12,144 +16%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$1.32M +$206K +12,212 +16%
BlackRock
215
BlackRock
New York
$1.31M -$183K -10,816 -11%
MCM
216
Mainstay Capital Management
Michigan
$1.31M +$128K +7,584 +10%
SFWC
217
Strategic Family Wealth Counselors
New Jersey
$1.3M +$1.45M +85,740 New
SDWMA
218
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M +$1.03M +60,968 +252%
MWM
219
Mission Wealth Management
California
$1.28M +$709K +41,980 +99%
LCC
220
Lincoln Capital Corp
Rhode Island
$1.28M +$1.43M +84,536 New
FPCG
221
Fort Pitt Capital Group
Pennsylvania
$1.28M +$1.42M +84,320 New
WAM
222
Watermark Asset Management
California
$1.27M +$5.68K +336 +0.4%
DCM
223
DeGreen Capital Management
Arizona
$1.25M +$1.4M +82,700 New
MIAN
224
Mariner Independent Advisor Network
Kansas
$1.25M +$310K +18,344 +31%
FAIM
225
Financial Advocates Investment Management
Washington
$1.24M -$314K -18,572 -19%