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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
Manchester Capital Management
Vermont
$353K – – –
OPA
327
Old Port Advisors
Maine
$353K +$347K +19,188 New
SS
328
Simplicity Solutions
Minnesota
$347K +$11.5K +636 +3%
ECM
329
Evergreen Capital Management
Washington
$345K +$339K +18,740 New
AIM
330
AMI Investment Management
Indiana
$340K +$119K +6,604 +55%
FRA
331
Front Row Advisors
California
$337K +$6.59K +364 +2%
PWW
332
Pettyjohn Wood & White
Virginia
$337K +$13K +720 +4%
OFG
333
Oxford Financial Group
Indiana
$335K +$796 +44 +0.2%
JWM
334
Janiczek Wealth Management
Colorado
$331K -$6.73K -372 -2%
PIM
335
Penobscot Investment Management
Massachusetts
$331K -$1.09K -60 -0.3%
EAM
336
Evanson Asset Management
California
$330K – – –
FG
337
Fiduciary Group
Georgia
$326K +$4.2K +232 +1%
WP
338
WealthPLAN Partners
Nebraska
$321K +$315K +17,428 New
S
339
SignatureFD
Georgia
$320K +$9.63K +532 +3%
JC
340
Jentner Corp
Ohio
$313K +$19.3K +1,068 +7%
CM
341
Cornerstone Management
Georgia
$310K – – –
AWA
342
Arete Wealth Advisors
Illinois
$309K +$304K +16,812 New
RI
343
Ridgewood Investments
New Jersey
$306K +$301K +16,644 New
CWM
344
Circle Wealth Management
New Jersey
$305K +$300K +16,604 New
DSC
345
Duncker Streett & Co
Missouri
$304K +$51.7K +2,856 +21%
CAM
346
Carret Asset Management
New York
$303K – – –
EWA
347
EP Wealth Advisors
California
$301K +$42.3K +2,340 +17%
CA
348
Cetera Advisors
Colorado
$297K +$14.8K +820 +5%
AWM
349
Altium Wealth Management
New York
$297K +$292K +16,136 New
DAM
350
Delta Asset Management
Tennessee
$294K -$292K -16,160 -50%
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