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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
401
Concurrent Investment Advisors
Florida
$1.86M +$106K +3,546 +6%
VCP
402
Vista Capital Partners
Oregon
$1.86M -$69.4K -2,316 -4%
BFG
403
Bouchey Financial Group
New York
$1.84M -$6.78M -226,266 -79%
DSC
404
Duncker Streett & Co
Missouri
$1.8M +$270 +9 +0%
LA
405
LVW Advisors
New York
$1.79M -$49.3K -1,646 -3%
KF
406
Krilogy Financial
Missouri
$1.78M -$20.5K -683 -1%
AC
407
Apella Capital
Connecticut
$1.77M -$47.4K -1,582 -3%
ACA
408
Atlas Capital Advisors
Wyoming
$1.77M +$10K +335 +0.6%
JWS
409
Juncture Wealth Strategies
Arizona
$1.77M -$47.5K -1,585 -3%
CWM
410
Clearview Wealth Management
California
$1.74M +$1.8M +59,980 New
KJWM
411
Kiley Juergens Wealth Management
Washington
$1.74M +$85.3K +2,844 +5%
AWA
412
Argos Wealth Advisors
California
$1.74M +$120 +4 +0%
MCM
413
Mendel Capital Management
Arkansas
$1.73M +$1.78M +59,489 New
PWA
414
Principia Wealth Advisory
Texas
$1.72M +$813K +27,107 +85%
NFTC
415
North Forty Two & Co
Oregon
$1.71M +$125K +4,175 +8%
WPC
416
Wedmont Private Capital
Pennsylvania
$1.71M +$155K +5,180 +10%
PAS
417
Park Avenue Securities
New York
$1.7M +$294K +9,795 +20%
TC
418
Tenret Company
Florida
$1.69M -$11.8K -392 -0.7%
JC
419
JM2 Capital
Oklahoma
$1.69M +$165K +5,511 +10%
BCG
420
Bravias Capital Group
New Jersey
$1.67M -$47.1K -1,571 -3%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$1.65M -$782K -26,100 -31%
SPFA
422
Summit Place Financial Advisors
New Jersey
$1.65M +$95.2K +3,175 +6%
EWA
423
Exencial Wealth Advisors
Oklahoma
$1.64M -$57.4K -1,916 -3%
JFG
424
JMG Financial Group
Illinois
$1.64M -$40K -1,335 -2%
NGA
425
Naples Global Advisors
Florida
$1.63M +$33.2K +1,107 +2%
15 16
17
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