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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
401
Whitaker-Myers Wealth Managers
Ohio
$1.37M -$352K -16,678 -22%
OFG
402
Omega Financial Group
California
$1.37M -$123K -5,816 -9%
IWMA
403
Ironwood Wealth Management (Arizona)
Arizona
$1.36M -$1.94M -92,066 -61%
CAL
404
Capital Analysts LLC
Pennsylvania
$1.34M +$85.9K +4,076 +8%
AWM
405
Avior Wealth Management
Nebraska
$1.34M -$52.4K -2,484 -4%
PWA
406
Pillar Wealth Advisors
Pennsylvania
$1.31M -$148K -7,034 -11%
CFO
407
Collective Family Office
Pennsylvania
$1.31M -$564K -26,762 -33%
AIA
408
Armor Investment Advisors
North Carolina
$1.31M -$356K -16,904 -23%
SAM
409
Summit Asset Management
Tennessee
$1.31M +$128K +6,074 +12%
NIM
410
Nicollet Investment Management
Minnesota
$1.3M -$83.5K -3,960 -7%
ATI
411
ARK & TLK Investments
Oklahoma
$1.3M +$1.16M +55,180 New
SWA
412
Stratos Wealth Advisors
Ohio
$1.3M -$11K -522 -0.9%
CA
413
Cambridge Advisors
Nebraska
$1.29M +$19.6K +932 +2%
GFP
414
Guardian Financial Partners
California
$1.29M +$189K +8,946 +20%
BPWM
415
Badgley Phelps Wealth Managers
Washington
$1.28M +$8.77K +416 +0.8%
WCM
416
Wisconsin Capital Management
Wisconsin
$1.28M – – –
NHC
417
Nicholas Hoffman & Company
Georgia
$1.28M +$419K +19,878 +58%
AMR
418
Asset Management Resources
Massachusetts
$1.26M +$1.13M +53,408 New
CS
419
Crescent Sterling
Louisiana
$1.26M +$1.81K +86 +0.2%
PSCM
420
Per Stirling Capital Management
Texas
$1.26M +$29K +1,378 +3%
PWW
421
Pettyjohn Wood & White
Virginia
$1.24M +$46.4K +2,200 +4%
PA
422
Parallel Advisors
California
$1.24M +$42.8K +2,032 +4%
PCM
423
Passive Capital Management
Maryland
$1.23M +$10.9K +518 +1%
OCG
424
Opus Capital Group
Ohio
$1.22M +$220K +10,452 +25%
FBB
425
Fulton Breakefield Broenniman
Maryland
$1.22M -$5.44K -258 -0.5%
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17
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