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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
426
Chicago Partners Investment Group
Illinois
$881K +$144K +5,848 +21%
DBRC
427
D.B. Root & Company
Pennsylvania
$869K -$41.1K -1,672 -5%
APSI
428
Asset Planning Services Inc
Louisiana
$851K -$81.2K -3,300 -9%
BBA
429
BLB&B Advisors
Pennsylvania
$850K -$82.1K -3,340 -9%
SAM
430
S.A. Mason
Michigan
$849K +$14.6K +592 +2%
PAM
431
Pegasus Asset Management
New York
$836K +$7.38K +300 +0.9%
BAM
432
Barrett Asset Management
New York
$834K +$431K +17,520 +110%
ASW
433
Astoria Strategic Wealth
Texas
$831K -$57.9K -2,356 -7%
FCM
434
Firestone Capital Management
Florida
$830K +$16.8K +684 +2%
FAIM
435
Financial Advocates Investment Management
Washington
$829K -$145K -5,880 -15%
RDWM
436
Red Door Wealth Management
Tennessee
$819K +$805K +32,748 New
BF
437
BOK Financial
Oklahoma
$808K -$31.4K -1,276 -4%
FCM
438
Fortis Capital Management
Washington
$804K +$156K +6,324 +24%
MAG
439
Mayfair Advisory Group
Alabama
$795K -$106K -4,296 -12%
AIM
440
Avity Investment Management
Connecticut
$787K +$30.5K +1,240 +4%
EK
441
Evensky & Katz
Florida
$786K -$158K -6,440 -17%
GTAM
442
Global Trust Asset Management
Florida
$778K -$72.6K -2,952 -9%
MCM
443
Manchester Capital Management
Vermont
$776K – – –
BW
444
Bison Wealth
Georgia
$776K +$22K +896 +3%
JAG
445
Journey Advisory Group
Kentucky
$776K +$67.4K +2,740 +10%
WIA
446
Wealthstreet Investment Advisors
Texas
$769K +$2.46K +100 +0.3%
KPWS
447
Kestra Private Wealth Services
Texas
$749K +$394 +16 +0.1%
MMHP
448
Murphy Middleton Hinkle & Parker
Georgia
$748K +$225K +9,148 +44%
FANJ
449
Financial Architects (New Jersey)
New Jersey
$734K -$7.28K -296 -1%
ACI
450
Alpha Cubed Investments
California
$734K – – –
16 17
18
19 20