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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
226
Vise Technologies
New York
$5.35M +$899K +27,218 +23%
NRI
227
NFP Retirement Inc
California
$5.34M -$62.6K -1,895 -1%
LWM
228
Lighthouse Wealth Management
Ohio
$5.32M +$1.78K +54 +0%
DFA
229
DHJJ Financial Advisors
Illinois
$5.29M +$376K +11,376 +8%
PJC
230
Phillip James Consulting
Minnesota
$5.26M +$4.81M +145,553 New
MBI
231
May Barnhard Investments
Maryland
$5.25M -$208K -6,289 -4%
RI
232
Rinkey Investments
California
$5.23M -$2.71K -82 -0.1%
WA
233
Wealth Architects
California
$5.13M -$18.8K -570 -0.4%
WA
234
WBH Advisory
Maryland
$5.11M -$289K -8,740 -6%
DWM
235
Destination Wealth Management
California
$5.08M -$109K -3,289 -2%
GA
236
Gordian Advisors
Arizona
$5.06M -$11K -332 -0.2%
GSIS
237
Global Strategic Investment Solutions
Arizona
$4.98M +$4.26K +129 +0.1%
AWM
238
Abound Wealth Management
Tennessee
$4.97M +$6.87K +208 +0.2%
PP
239
Patten & Patten
Tennessee
$4.94M +$58.8K +1,780 +1%
TCM
240
Tradewinds Capital Management
Washington
$4.94M +$137K +4,135 +3%
CAAM
241
Cornerstone Advisors Asset Management
Pennsylvania
$4.92M -$61.8K -1,869 -1%
FFP
242
Frisco Financial Planning
Texas
$4.84M -$69.6K -2,107 -2%
OF
243
Outfitter Financial
Maine
$4.83M – – –
CFA
244
Churchill Financial Advisors
Kentucky
$4.77M -$208K -6,281 -5%
UAG
245
United Advisor Group
Ohio
$4.77M -$93.2K -2,820 -2%
DI
246
Diligent Investors
California
$4.72M +$206K +6,225 +5%
PWM
247
Perigon Wealth Management
California
$4.7M +$7.3K +221 +0.2%
VA
248
Valmark Advisers
Ohio
$4.68M +$25.2K +763 +0.6%
CFGA
249
Cambridge Financial Group (Arizona)
Arizona
$4.65M -$510K -15,430 -11%
IAN
250
Integrated Advisors Network
Texas
$4.62M -$871K -26,354 -17%
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