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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
351
WealthPLAN Partners
Nebraska
$832K -$32.6K -1,800 -4%
FNBT
352
FineMark National Bank & Trust
Florida
$818K +$579 +32 +0.1%
CCWA
353
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$804K -$101K -5,568 -12%
DAS
354
Dynamic Advisor Solutions
Arizona
$800K +$62.5K +3,452 +9%
FANJ
355
Financial Architects (New Jersey)
New Jersey
$794K -$1.67K -92 -0.2%
UWM
356
USAdvisors Wealth Management
Minnesota
$792K -$6.08M -336,096 -89%
TCM
357
Twele Capital Management
Minnesota
$783K +$29.4K +1,624 +4%
PAM
358
Peak Asset Management
Colorado
$781K +$1.45K +80 +0.2%
LCM
359
Liberty Capital Management
Michigan
$778K +$17.9K +992 +2%
TW
360
TrinityPoint Wealth
Connecticut
$772K +$145 +8 +0%
CCM
361
Coldstream Capital Management
Washington
$771K -$376K -20,768 -34%
PWA
362
Physician Wealth Advisors
Utah
$763K +$4.2K +232 +0.6%
PS
363
Portfolio Solutions
Michigan
$755K -$59.1K -3,264 -8%
AWA
364
Acorn Wealth Advisors
Michigan
$754K -$19K -1,052 -3%
FAIM
365
Financial Advocates Investment Management
Washington
$746K +$41.1K +2,272 +6%
WWM
366
WJ Wealth Management
Arizona
$740K +$708K +39,144 New
SIC
367
Sigma Investment Counselors
Michigan
$738K +$39.2K +2,164 +6%
ICM
368
Islay Capital Management
Texas
$737K +$705K +38,976 New
PMFA
369
Plante Moran Financial Advisors
Michigan
$734K -$632K -34,900 -47%
WDL
370
Well Done LLC
Michigan
$734K – – –
PFC
371
Phocas Financial Corp
California
$730K – – –
MWP
372
MYCIO Wealth Partners
Pennsylvania
$721K +$62.8K +3,472 +10%
BJ
373
Brouwer & Janachowski
California
$719K -$22.9K -1,264 -3%
SF
374
Summit Financial
New Jersey
$718K +$687K +37,984 New
DWM
375
Destination Wealth Management
California
$718K +$53.4K +2,952 +8%
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