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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
276
Beacon Pointe Wealth Advisors
California
$899K +$1.01M +59,548 New
BC
277
Brinker Capital
Pennsylvania
$870K +$969K +57,344 New
AAIM
278
Asset Advisors Investment Management
Georgia
$859K -$32.1K -1,900 -3%
MCM
279
Mengis Capital Management
Oregon
$853K -$8.85K -524 -0.9%
CCM
280
Coldstream Capital Management
Washington
$842K +$114K +6,768 +14%
APG
281
Abacus Planning Group
South Carolina
$841K -$3.99K -236 -0.4%
BAM
282
Belpointe Asset Management
Nevada
$830K +$698K +41,320 +308%
ECG
283
Edge Capital Group
Georgia
$821K +$915K +54,120 New
NCM
284
Northwest Capital Management
Oregon
$811K +$297K +17,576 +49%
SAA
285
Southeast Asset Advisors
Georgia
$811K +$498K +29,460 +123%
FNBT
286
FineMark National Bank & Trust
Florida
$805K +$74.8K +4,428 +9%
GSIS
287
Global Strategic Investment Solutions
Arizona
$791K +$881K +52,140 New
SCM
288
Stordahl Capital Management
Colorado
$787K +$877K +51,896 New
IRC
289
Investors Research Corp
Georgia
$783K +$128K +7,568 +17%
DWM
290
Destination Wealth Management
California
$778K +$70.5K +4,172 +9%
BCI
291
Brinker Capital Investments
Pennsylvania
$775K -$8.72K -516 -1%
OC
292
Oarsman Capital
Wisconsin
$766K -$102K -6,024 -11%
BBA
293
BLB&B Advisors
Pennsylvania
$766K – – –
B
294
Brightworth
Georgia
$764K -$182K -10,764 -18%
RC
295
Roundview Capital
New Jersey
$758K -$31.8K -1,880 -4%
APSI
296
Asset Planning Services Inc
Louisiana
$750K +$12.8K +760 +2%
LWAC
297
Laurel Wealth Advisors (California)
California
$748K +$179K +10,568 +27%
SMG
298
Spectrum Management Group
Indiana
$740K – – –
VCM
299
Vivaldi Capital Management
Illinois
$726K -$191K -11,320 -19%
CA
300
Capital Advantage
California
$723K +$806K +47,672 New
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