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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
326
NBT Bank
New York
$1.67M -$195K -7,920 -11%
AIM
327
Aspen Investment Management
Michigan
$1.65M +$121K +4,928 +8%
CWM
328
Cedar Wealth Management
California
$1.65M -$95.9K -3,900 -6%
PAM
329
Palisade Asset Management
Minnesota
$1.61M +$19.3K +784 +1%
ACM
330
Anfield Capital Management
California
$1.61M +$1.59M +64,636 New
WCM
331
Wisconsin Capital Management
Wisconsin
$1.59M – – –
KFS
332
Kaizen Financial Strategies
California
$1.57M +$1.55M +63,156 New
EWM
333
Elmwood Wealth Management
California
$1.57M +$1.55M +62,856 New
MS
334
Madden Securities
Texas
$1.56M -$416K -16,928 -21%
FBB
335
Fulton Breakefield Broenniman
Maryland
$1.56M +$363K +14,764 +31%
BAM
336
Berkshire Asset Management
Pennsylvania
$1.56M -$1.08K -44 -0.1%
PFC
337
Phocas Financial Corp
California
$1.56M +$1.54M +62,508 New
CFS
338
CRA Financial Services
New Jersey
$1.55M +$140K +5,676 +10%
GWM
339
Greenhouse Wealth Management
Connecticut
$1.54M +$3.35K +136 +0.2%
ACP
340
Arcus Capital Partners
Georgia
$1.54M -$28.2K -1,148 -2%
WPA
341
West Paces Advisors
Georgia
$1.52M – – –
SPFA
342
Summit Place Financial Advisors
New Jersey
$1.5M +$870K +35,368 +143%
TFA
343
Trinity Financial Advisors
Ohio
$1.48M +$2.72M +110,664 +786%
MCM
344
Mengis Capital Management
Oregon
$1.48M +$27.5K +1,120 +2%
SAF
345
Smith Anglin Financial
Texas
$1.46M -$8.01M -325,608 -85%
RIM
346
Rockbridge Investment Management
New York
$1.44M -$36.9K -1,500 -3%
CFG
347
Citizens Financial Group
Rhode Island
$1.43M +$2.75K +112 +0.2%
BWL
348
Bogart Wealth LLC
Virginia
$1.41M +$320K +13,016 +30%
OC
349
Oarsman Capital
Wisconsin
$1.41M -$33.4K -1,360 -2%
QCG
350
Quadrant Capital Group
Ohio
$1.4M -$27K -1,096 -2%
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