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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
351
Elwood & Goetz Wealth Advisory Group
Georgia
$555K +$17.3K +976 +3%
SG
352
Somerset Group
Minnesota
$555K +$43.3K +2,448 +9%
RJA
353
Raymond James & Associates
Florida
$550K -$352K -19,932 -39%
SF
354
Summit Financial
New Jersey
$542K +$22.4K +1,268 +4%
JC
355
Jentner Corp
Ohio
$542K +$127K +7,160 +31%
PAM
356
Pegasus Asset Management
New York
$538K +$39.8K +2,252 +8%
VCP
357
Vista Capital Partners
Oregon
$532K +$15.3K +868 +3%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$530K -$1.34K -76 -0.3%
BMM
359
Buffington Mohr McNeal
Idaho
$520K -$13.1K -740 -2%
MCM
360
Mitchell Capital Management
Kansas
$519K +$2.05K +116 +0.4%
AI
361
Atria Investments
North Carolina
$515K -$613K -34,660 -54%
BPM
362
Bowling Portfolio Management
Ohio
$503K -$15.3K -868 -3%
SWM
363
Stockman Wealth Management
Montana
$502K -$13.2K -744 -3%
CIC
364
Carnegie Investment Counsel
Ohio
$500K -$59K -3,336 -11%
CWP
365
Capital Wealth Planning
Florida
$498K +$493K +27,868 New
F
366
F3Logic
Minnesota
$497K -$53.8K -3,044 -10%
RPG
367
Resource Planning Group
Georgia
$491K -$20.5K -1,160 -4%
CRC
368
Curi RMB Capital
Illinois
$488K – – –
AIM
369
Avity Investment Management
Connecticut
$482K -$31.8K -1,800 -6%
HI
370
Human Investing
Oregon
$482K +$73.7K +4,168 +18%
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$482K +$112K +6,360 +31%
MFG
372
MidWestOne Financial Group
Iowa
$482K +$477K +26,968 New
NCM
373
Northwest Capital Management
Oregon
$468K -$17.1K -968 -4%
NGA
374
Naples Global Advisors
Florida
$463K +$92K +5,200 +25%
LNB
375
Ledyard National Bank
$459K – – –
13 14
15
16 17