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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
226
Vision Capital Management
Oregon
$2.54M -$8.99K -430 -0.3%
TIM
227
Tortoise Investment Management
New York
$2.49M +$494K +23,634 +22%
SF
228
Safeguard Financial
Wisconsin
$2.46M +$255K +12,200 +10%
OF
229
Outfitter Financial
Maine
$2.45M +$63.4K +3,030 +2%
DWM
230
Destination Wealth Management
California
$2.45M -$778K -37,200 -22%
EFG
231
Everhart Financial Group
Ohio
$2.41M +$14.2K +680 +0.5%
CFG
232
Citizens Financial Group
Rhode Island
$2.41M +$186K +8,904 +8%
GAM
233
Garrison Asset Management
Arkansas
$2.41M +$1K +48 +0%
MWA
234
Martel Wealth Advisors
Washington
$2.41M -$543K -25,962 -17%
PWM
235
Perigon Wealth Management
California
$2.39M +$72.8K +3,480 +3%
MSWMA
236
Market Street Wealth Management Advisors
Indiana
$2.34M -$624K -29,832 -19%
EW
237
Element Wealth
Mississippi
$2.32M -$13K -622 -0.5%
CHA
238
Carmichael Hill & Associates
Maryland
$2.31M +$33.9K +1,620 +1%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$2.31M -$73.9K -3,532 -3%
FCM
240
Fortis Capital Management
Washington
$2.3M +$485K +23,172 +24%
BCM
241
Barden Capital Management
Texas
$2.29M +$67.3K +3,220 +3%
ECM
242
Evergreen Capital Management
Washington
$2.28M +$2.38K +114 +0.1%
CIC
243
Cutler Investment Counsel
Oregon
$2.26M +$127K +6,088 +5%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$2.25M -$1.44M -68,662 -37%
HSA
245
HBK Sorce Advisory
Pennsylvania
$2.25M -$12.3K -588 -0.5%
AIM
246
Anchor Investment Management
South Carolina
$2.24M +$361K +17,268 +17%
BP
247
BCK Partners
New York
$2.21M +$1.09M +51,878 +79%
MWP
248
Moller Wealth Partners
$2.21M +$333K +15,910 +16%
GWM
249
GSB Wealth Management
Connecticut
$2.21M -$44.4K -2,124 -2%
CA
250
Continuum Advisory
Idaho
$2.18M +$35.6K +1,700 +1%
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