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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
326
Twele Capital Management
Minnesota
$664K +$51.1K +2,984 +9%
EWM
327
Empirical Wealth Management
Washington
$658K -$46K -2,688 -7%
MF
328
Manchester Financial
California
$658K +$78.9K +4,612 +14%
PFC
329
Phocas Financial Corp
California
$655K – – –
MSWMA
330
Market Street Wealth Management Advisors
Indiana
$648K +$140K +8,196 +28%
MCM
331
Maxim Capital Management
California
$643K -$8.35K -488 -1%
MWP
332
MYCIO Wealth Partners
Pennsylvania
$642K +$12K +700 +2%
SG
333
StoneX Group
New York
$639K +$79.3K +4,636 +15%
WCM
334
Wisconsin Capital Management
Wisconsin
$629K – – –
FWM
335
Frontier Wealth Management
Missouri
$615K +$37K +2,160 +7%
OC
336
Oarsman Capital
Wisconsin
$610K -$267K -15,616 -31%
BAM
337
Barrett Asset Management
New York
$608K +$182K +10,632 +44%
AIA
338
Armor Investment Advisors
North Carolina
$606K +$19.5K +1,140 +3%
CP
339
Camelot Portfolios
Ohio
$595K +$263K +15,384 +82%
G
340
Gainplan
Michigan
$584K +$571K +33,392 New
SIC
341
Sigma Investment Counselors
Michigan
$582K +$39.6K +2,312 +7%
JWM
342
Janiczek Wealth Management
Colorado
$576K +$24.2K +1,412 +4%
VHAM
343
Van Hulzen Asset Management
California
$574K +$28K +1,636 +5%
BCM
344
Boltwood Capital Management
California
$548K -$187K -10,912 -26%
CIC
345
Carnegie Investment Counsel
Ohio
$548K +$97.1K +5,676 +22%
EAM
346
Evanson Asset Management
California
$545K +$224K +13,072 +72%
F
347
F3Logic
Minnesota
$537K -$68.5K -4,004 -12%
WIA
348
Wealthstreet Investment Advisors
Texas
$536K -$25.7K -1,500 -5%
EGWAG
349
Elwood & Goetz Wealth Advisory Group
Georgia
$526K -$193K -11,288 -27%
SWA
350
Stratos Wealth Advisors
Ohio
$523K +$512K +29,944 New
12 13
14
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