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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
Abbrea Capital
California
$1.24M +$5.82K +340 +0.5%
VAS
252
Valicenti Advisory Services
New York
$1.24M +$60K +3,508 +5%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$1.22M -$21.3K -1,244 -2%
LWMT
254
Legacy Wealth Management (Tennessee)
Tennessee
$1.22M +$74.3K +4,344 +7%
LA
255
LVW Advisors
New York
$1.2M +$37.2K +2,172 +3%
FA
256
FDx Advisors
Illinois
$1.19M -$77.7K -4,544 -6%
SC
257
Savant Capital
Illinois
$1.19M +$68.6K +4,008 +6%
WAM
258
Wakefield Asset Management
Colorado
$1.17M -$15.5K -908 -1%
JMPWA
259
JP Morgan Private Wealth Advisors
California
$1.15M +$2.46K +144 +0.2%
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$17.7K +1,036 +2%
YWP
261
YorkBridge Wealth Partners
New York
$1.13M +$57.6K +3,368 +5%
AI
262
Atria Investments
North Carolina
$1.13M -$4.26M -249,240 -79%
HI
263
Hudock Inc
Pennsylvania
$1.13M +$65.4K +3,824 +6%
JHCP
264
Jackson Hole Capital Partners
Oklahoma
$1.11M – – –
IRC
265
Investors Research Corp
Georgia
$1.11M +$205K +11,980 +23%
AIM
266
Aspen Investment Management
Michigan
$1.11M +$11K +644 +1%
WF
267
WealthTrust Fairport
Ohio
$1.1M +$30.7K +1,796 +3%
WWM
268
Windsor Wealth Management
Indiana
$1.1M +$297K +17,372 +38%
BFPW
269
BOK Financial Private Wealth
Colorado
$1.1M -$70.1K -4,096 -6%
HA
270
Harborview Advisors
Maine
$1.09M +$13.4K +784 +1%
PAM
271
Palisade Asset Management
Minnesota
$1.08M – – –
LFA
272
Landmark Financial Advisors
Kentucky
$1.08M +$4.52K +264 +0.4%
LWAC
273
Laurel Wealth Advisors (California)
California
$1.06M +$192K +11,216 +23%
SGAM
274
Steinberg Global Asset Management
Florida
$1.06M -$47.2K -2,760 -4%
AAIM
275
Asset Advisors Investment Management
Georgia
$1.06M +$64K +3,740 +7%
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11
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