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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$399K – – –
TIM
402
Tortoise Investment Management
New York
$395K -$29.1K -1,648 -7%
CIR
403
Clear Investment Research
Georgia
$386K – – –
APP
404
Avantax Planning Partners
Iowa
$383K +$141 +8 +0%
TIA
405
Tiemann Investment Advisors
California
$382K – – –
RCA
406
Rowland Carmichael Advisors
Arizona
$381K +$44K +2,492 +13%
PFM
407
Peak Financial Management
Massachusetts
$379K -$6.21K -352 -2%
HWA
408
Heritage Way Advisors
Illinois
$378K +$39.1K +2,216 +11%
BRWA
409
B. Riley Wealth Advisors
Florida
$373K -$37.6K -2,128 -9%
GPC
410
Glacier Peak Capital
Washington
$371K +$375K +21,264 New
FM
411
Foster & Motley
Ohio
$371K +$376K +21,268 New
HIC
412
Hartline Investment Corp
Illinois
$369K -$910K -51,528 -71%
AAS
413
Avantax Advisory Services
Texas
$362K +$59.8K +3,388 +20%
OPA
414
Old Port Advisors
Maine
$360K -$5.86K -332 -2%
GBBWRPM
415
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354K +$86.9K +4,920 +32%
ATPW
416
Ashton Thomas Private Wealth
Arizona
$351K -$48.3K -2,736 -12%
SWM
417
Segment Wealth Management
Texas
$348K -$50.4K -2,852 -13%
LSAG
418
Lake Street Advisors Group
New Hampshire
$342K +$1.2K +68 +0.3%
SSB
419
Sandy Spring Bank
Maryland
$341K – – –
PV
420
Private Vista
Illinois
$341K +$494 +28 +0.1%
ESB
421
Essex Savings Bank
Connecticut
$340K +$101K +5,744 +42%
CA
422
Calton & Associates
Florida
$338K +$134K +7,612 +65%
CCFM
423
Clear Creek Financial Management
Washington
$336K -$3.25K -184 -1%
MCM
424
Manchester Capital Management
Vermont
$335K – – –
AFA
425
American Financial Advisors
Georgia
$330K +$2.54K +144 +0.8%
15 16
17
18 19