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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
251
Asset Allocation Strategies
Michigan
$2.91M +$283K +11,101 +10%
AWM
252
Apollon Wealth Management
South Carolina
$2.88M -$67.9K -2,663 -2%
ACA
253
Aptus Capital Advisors
Alabama
$2.87M -$226K -8,852 -7%
BCWM
254
Bartlett & Co Wealth Management
Ohio
$2.86M +$305K +11,955 +11%
CWA
255
Consilium Wealth Advisory
Texas
$2.84M -$953K -37,408 -24%
BP
256
Broadleaf Partners
Ohio
$2.82M +$38.7K +1,517 +1%
PMG
257
ProVise Management Group
Florida
$2.81M -$392K -15,393 -11%
WCM
258
Winthrop Capital Management
Indiana
$2.81M -$6.7K -263 -0.2%
PFWA
259
Paces Ferry Wealth Advisors
Georgia
$2.8M -$30.8K -1,209 -1%
SM
260
Sensible Money
Arizona
$2.78M +$13.9K +547 +0.5%
NCM
261
Next Capital Management
New York
$2.78M -$88.8K -3,484 -3%
FFP
262
Frisco Financial Planning
Texas
$2.77M +$241K +9,436 +9%
SFC
263
Strategic Financial Concepts
Texas
$2.72M +$147K +5,767 +5%
EFP
264
Elser Financial Planning
Indiana
$2.7M -$95.1K -3,731 -3%
VCM
265
Vision Capital Management
Oregon
$2.69M -$23.9K -939 -0.8%
SEIA
266
Signature Estate & Investment Advisors
California
$2.68M -$59.4K -2,329 -2%
PFM
267
Phillips Financial Management
Indiana
$2.67M -$55.1K -2,160 -2%
CIP
268
Capital Insight Partners
Arizona
$2.66M -$521K -20,433 -15%
FFA
269
Farther Finance Advisors
California
$2.62M +$349K +13,711 +14%
EW
270
Element Wealth
Mississippi
$2.6M -$62K -2,434 -2%
GG
271
Gleason Group
Kentucky
$2.6M -$236K -9,250 -8%
HG
272
Harbor Group
New Hampshire
$2.6M -$45.7K -1,794 -2%
ASN
273
Advisory Services Network
Georgia
$2.6M +$2.04M +80,047 +259%
KAS
274
Kestra Advisory Services
Texas
$2.6M -$17.2M -673,765 -86%
TCM
275
Tradewinds Capital Management
Washington
$2.59M -$11.3M -444,451 -80%
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11
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