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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
376
WealthSource Partners
California
$497K -$1.33M -88,988 -75%
SCM
377
Southport Capital Management
Tennessee
$496K +$455K +30,356 New
JC
378
Jentner Corp
Ohio
$495K +$110K +7,324 +32%
AWA
379
Acorn Wealth Advisors
Michigan
$494K +$29.7K +1,984 +7%
EK
380
Evensky & Katz
Florida
$493K -$56.9K -3,800 -11%
SAM
381
S.A. Mason
Michigan
$492K +$15.1K +1,008 +3%
PSF
382
Pacific Sun Financial
California
$489K -$71.9K -4,800 -14%
VHAM
383
Van Hulzen Asset Management
California
$487K -$32K -2,140 -7%
FCM
384
Firestone Capital Management
Florida
$484K -$34.9K -2,328 -7%
MF
385
Manchester Financial
California
$482K -$29.3K -1,956 -6%
CAMG
386
CWA Asset Management Group
Florida
$481K – – –
ACI
387
Alpha Cubed Investments
California
$481K +$441K +29,440 New
DWM
388
Destination Wealth Management
California
$480K -$39.8K -2,656 -8%
CHJWM
389
Carlton Hofferkamp & Jenks Wealth Management
Texas
$473K +$16.2K +1,080 +4%
EGWAG
390
Elwood & Goetz Wealth Advisory Group
Georgia
$472K +$8.56K +572 +2%
TAM
391
Townsend Asset Management
North Carolina
$470K -$1.2K -80 -0.3%
WWM
392
Windsor Wealth Management
Indiana
$467K -$80.3K -5,360 -16%
AFS
393
Access Financial Services
Minnesota
$463K -$270K -18,052 -39%
IA
394
IFP Advisors
Florida
$457K -$146K -9,764 -26%
CA
395
Capital Advantage
California
$455K -$80.3K -5,364 -16%
BWL
396
Bogart Wealth LLC
Virginia
$446K +$43.5K +2,908 +12%
MAS
397
Madden Advisory Services
Florida
$445K -$32.2K -2,148 -7%
ACM
398
AlphaStar Capital Management
North Carolina
$441K -$249K -16,648 -39%
APP
399
Avantax Planning Partners
Iowa
$437K -$281K -18,764 -41%
AIM
400
Avity Investment Management
Connecticut
$437K – – –
14 15
16
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