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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
276
Perigon Wealth Management
California
$2.5M +$163K +6,886 +7%
CHA
277
Cooper/Haims Advisors
New York
$2.5M -$332K -14,046 -12%
MSWMA
278
Market Street Wealth Management Advisors
Indiana
$2.48M -$281K -11,904 -10%
FCC
279
Flower City Capital
New York
$2.48M -$198K -8,388 -7%
PCWA
280
Pacific Capital Wealth Advisors
California
$2.44M +$109K +4,600 +5%
CA
281
Continuum Advisory
Idaho
$2.43M -$140K -5,928 -5%
PCMC
282
Private Capital Management (Colorado)
Colorado
$2.42M +$46.8K +1,982 +2%
SBH
283
Segall Bryant & Hamill
Illinois
$2.41M +$2.4M +101,656 New
SWA
284
Stratos Wealth Advisors
Ohio
$2.38M -$3.7M -156,716 -61%
FIA
285
Foundations Investment Advisors
Arizona
$2.35M +$193K +8,178 +9%
RDIA
286
RE Dickinson Investment Advisors
Iowa
$2.35M -$715K -30,296 -23%
BCM
287
Barden Capital Management
Texas
$2.34M +$72.1K +3,056 +3%
MWP
288
Moller Wealth Partners
$2.33M -$66.3K -2,810 -3%
CIP
289
Capital Insight Partners
Arizona
$2.33M +$23.4K +990 +1%
SWM
290
Spire Wealth Management
Virginia
$2.31M +$607K +25,702 +36%
DW
291
Domani Wealth
Pennsylvania
$2.29M -$25.5K -1,080 -1%
BP
292
Broadleaf Partners
Ohio
$2.29M +$107K +4,522 +5%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$2.28M -$21.5K -912 -0.9%
BC
294
Bartlett & Co
Ohio
$2.28M -$21.5K -912 -0.9%
AWM
295
Apollon Wealth Management
South Carolina
$2.26M +$389K +16,484 +21%
CWA
296
Clearview Wealth Advisors
Oregon
$2.24M -$140K -5,924 -6%
AAIM
297
Asset Advisors Investment Management
Georgia
$2.23M -$565K -23,940 -20%
PFM
298
Phillips Financial Management
Indiana
$2.21M +$730K +30,932 +50%
JWA
299
JFS Wealth Advisors
Pennsylvania
$2.19M -$127K -5,394 -6%
TSWM
300
Triangle Securities Wealth Management
North Carolina
$2.18M +$144K +6,082 +7%
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