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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
326
Global Retirement Partners
California
$1.57M +$338K +15,726 +25%
EHAM
327
Eagle Harbor Asset Management
Washington
$1.56M +$73.8K +3,432 +5%
BP
328
BCK Partners
New York
$1.56M -$193K -8,968 -11%
SIG
329
Spinnaker Investment Group
California
$1.56M -$282K -13,134 -15%
SB
330
Strategic Blueprint
Georgia
$1.55M -$740K -34,410 -32%
LF
331
Lee Financial
Texas
$1.55M +$62.3K +2,900 +4%
EWM
332
Elmwood Wealth Management
California
$1.55M -$14.4K -670 -0.9%
OPS
333
Orion Portfolio Solutions
Nebraska
$1.52M +$483K +22,476 +45%
BCI
334
Brinker Capital Investments
Pennsylvania
$1.52M +$1.56M +72,600 New
CCWA
335
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M -$1.97M -91,810 -56%
IDA
336
Intelligence Driven Advisers
California
$1.51M -$516K -24,012 -24%
BRWA
337
B. Riley Wealth Advisors
Florida
$1.5M -$613K -28,522 -29%
SCP
338
Stevens Capital Partners
Nebraska
$1.5M -$7.01K -326 -0.5%
BAM
339
Baldrige Asset Management
Pennsylvania
$1.5M +$17.8K +828 +1%
MCM
340
Mainstay Capital Management
Michigan
$1.5M +$8.73K +406 +0.6%
ISWM
341
Independent Solutions Wealth Management
New York
$1.47M -$66.1K -3,074 -4%
DSC
342
Duncker Streett & Co
Missouri
$1.47M -$5.89K -274 -0.4%
HWMG
343
Hurlow Wealth Management Group
Indiana
$1.47M -$15.3K -714 -1%
AIA
344
Arcadia Investment Advisors
Idaho
$1.46M – – –
CFS
345
CRA Financial Services
New Jersey
$1.46M +$11.3K +526 +0.8%
WT
346
Whittier Trust
California
$1.46M -$351K -16,324 -19%
LHEI
347
Leo H. Evart Inc
California
$1.45M -$141K -6,576 -9%
SPFA
348
Summit Place Financial Advisors
New Jersey
$1.45M +$58.6K +2,726 +4%
KAS
349
Kestra Advisory Services
Texas
$1.44M +$35.7K +1,660 +2%
WPA
350
West Paces Advisors
Georgia
$1.44M +$211K +9,806 +17%
12 13
14
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