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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
251
Armor Investment Advisors
North Carolina
$331K +$19.3K +1,200 +7%
S
252
SignatureFD
Georgia
$326K -$257 -16 -0.1%
FA
253
FDx Advisors
Illinois
$326K +$311K +19,336 New
AIM
254
Anchor Investment Management
South Carolina
$325K +$89.1K +5,544 +40%
JWM
255
Janiczek Wealth Management
Colorado
$322K +$12K +744 +4%
TRCT
256
Tower Research Capital (TRC)
New York
$321K -$1.57M -97,732 -84%
BW
257
Bison Wealth
Georgia
$320K +$69.1K +4,300 +29%
4IG
258
440 Investment Group
Kansas
$317K – – –
LFAS
259
Level Four Advisory Services
Texas
$311K +$297K +18,464 New
FAAS
260
First Allied Advisory Services
California
$303K -$15.9K -992 -5%
OFG
261
Oxford Financial Group
Indiana
$302K +$1.35K +84 +0.5%
CCA
262
Clearwater Capital Advisors
Illinois
$302K +$29.5K +1,832 +12%
EAM
263
Evanson Asset Management
California
$301K +$707 +44 +0.2%
BRWA
264
B. Riley Wealth Advisors
Florida
$297K +$16.3K +1,012 +6%
CCM
265
Coldstream Capital Management
Washington
$293K +$70.4K +4,376 +34%
FG
266
Fiduciary Group
Georgia
$286K +$40.4K +2,516 +17%
PV
267
Private Vista
Illinois
$280K – – –
TIM
268
Tortoise Investment Management
New York
$278K +$68.8K +4,280 +35%
CA
269
Continuum Advisory
Idaho
$275K +$34.5K +2,148 +15%
CAM
270
Carret Asset Management
New York
$271K +$259K +16,116 New
ZIC
271
ZWJ Investment Counsel
Georgia
$269K – – –
CIC
272
Carnegie Investment Counsel
Ohio
$261K -$19.3K -1,200 -7%
HCM
273
Hengehold Capital Management
Ohio
$260K +$4.82K +300 +2%
HFS
274
HL Financial Services
Kentucky
$258K +$1.61K +100 +0.7%
CCM
275
Carlson Capital Management
Minnesota
$254K +$2.44K +152 +1%
9 10
11
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