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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
401
Brighton Jones LLC
Washington
$1.02M -$414K -20,216 -29%
ZF
402
Zhang Financial
Michigan
$1.02M +$101K +4,940 +11%
PSCM
403
Per Stirling Capital Management
Texas
$1.02M +$1.03M +50,462 New
AWM
404
Abound Wealth Management
Tennessee
$1.02M +$7.13K +348 +0.7%
OPS
405
Orion Portfolio Solutions
Nebraska
$1.02M +$395K +19,270 +62%
LFA
406
Laraway Financial Advisors
Minnesota
$1.01M +$55.9K +2,726 +6%
BWM
407
Boyd Wealth Management
California
$1M -$78.1K -3,812 -7%
MMHP
408
Murphy Middleton Hinkle & Parker
Georgia
$999K -$3.44K -168 -0.3%
GCA
409
Gradient Capital Advisors
California
$987K +$62.6K +3,056 +7%
NGA
410
Naples Global Advisors
Florida
$983K -$5.62K -274 -0.6%
MCM
411
Mengis Capital Management
Oregon
$978K -$31.4K -1,534 -3%
KWM
412
Kingsview Wealth Management
Oregon
$976K +$69.6K +3,398 +8%
FPCG
413
Fort Pitt Capital Group
Pennsylvania
$973K +$984K +48,018 New
PWW
414
Pettyjohn Wood & White
Virginia
$972K +$4.1K +200 +0.4%
HCM
415
Hengehold Capital Management
Ohio
$962K +$377K +18,384 +63%
GIA
416
Gladstone Institutional Advisory
Florida
$959K -$55.2K -2,694 -5%
OC
417
Oarsman Capital
Wisconsin
$957K -$7.58K -370 -0.8%
PIA
418
Panoramic Investment Advisors
Colorado
$956K +$967K +47,196 New
SSWM
419
Sheets Smith Wealth Management
North Carolina
$953K +$3.85K +188 +0.4%
SW
420
SVB Wealth
Massachusetts
$937K +$683K +33,314 +258%
SFG
421
SNS Financial Group
Minnesota
$933K -$12.4K -606 -1%
SHJ
422
Sharkey, Howes & Javer
Colorado
$933K -$95.4K -4,656 -9%
RPG
423
Resource Planning Group
Georgia
$930K -$123K -6,026 -12%
RC
424
Roundview Capital
New Jersey
$927K +$48.9K +2,388 +6%
MA
425
Mutual Advisors
Nebraska
$924K -$431K -21,048 -32%
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