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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
326
Independent Solutions Wealth Management
New York
$2.02M +$10.1K +426 +0.5%
LBC
327
Lowe Brockenbrough & Co
Virginia
$1.98M +$28K +1,182 +1%
DWM
328
Dakota Wealth Management
Florida
$1.98M -$277K -11,700 -12%
CMBA
329
C.M. Bidwell & Associates
Hawaii
$1.96M +$4.31K +182 +0.2%
NFG
330
Northeast Financial Group
Pennsylvania
$1.96M -$50.1K -2,112 -2%
TWG
331
The Wealth Group
Minnesota
$1.95M -$21.3K -898 -1%
MFT
332
Moisand Fitzgerald Tamayo
Florida
$1.95M -$61.1K -2,576 -3%
BWL
333
Bogart Wealth LLC
Virginia
$1.93M -$2.84K -120 -0.1%
EH
334
Equitable Holdings
New York
$1.91M +$15.2K +640 +0.8%
AAS
335
Ameritas Advisory Services
Nebraska
$1.9M +$137K +5,768 +8%
JCIA
336
Jackson Creek Investment Advisors
Colorado
$1.9M +$249K +10,508 +15%
CCM
337
Coldstream Capital Management
Washington
$1.89M -$539K -22,758 -22%
AIS
338
American Investment Services
Massachusetts
$1.86M -$5.93K -250 -0.3%
CAG
339
Csenge Advisory Group
Florida
$1.86M +$166K +7,006 +10%
BSHC
340
Breed's Hill Capital
Massachusetts
$1.83M – – –
JWM
341
Janiczek Wealth Management
Colorado
$1.83M -$15.5M -655,842 -90%
JWA
342
JFS Wealth Advisors
Pennsylvania
$1.83M -$141K -5,944 -7%
CC
343
Callan Capital
California
$1.82M -$2.09K -88 -0.1%
WF
344
Whelan Financial
California
$1.8M -$664 -28 -0%
BCI
345
Brinker Capital Investments
Pennsylvania
$1.8M -$63K -2,656 -3%
OPS
346
Orion Portfolio Solutions
Nebraska
$1.8M -$63K -2,656 -3%
B
347
Bailard
California
$1.78M -$108K -4,560 -6%
CAG
348
Compass Advisory Group
New York
$1.75M -$30.1K -1,268 -2%
AIM
349
Aspen Investment Management
Michigan
$1.74M +$13.2K +556 +0.8%
HMS
350
Hanseatic Management Services
New Mexico
$1.73M -$83.3K -3,514 -5%
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