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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Barrett Asset Management
New York
$890K +$49.9K +1,964 +6%
FCM
427
Firestone Capital Management
Florida
$886K – – –
ASN
428
Advisory Services Network
Georgia
$882K -$1.33M -52,192 -60%
CWA
429
Cornerstone Wealth Advisors
Minnesota
$882K -$43.8K -1,724 -5%
WT
430
Whittier Trust
California
$881K – – –
RTL
431
Red Tortoise LLC
Georgia
$875K +$2.35M +92,640 New
JAG
432
Journey Advisory Group
Kentucky
$868K +$104K +4,112 +13%
BA
433
Bridgewater Advisors
New York
$860K -$1.63K -64 -0.2%
APSI
434
Asset Planning Services Inc
Louisiana
$858K – – –
PAM
435
Pegasus Asset Management
New York
$850K +$17.8K +700 +2%
CHJWM
436
Carlton Hofferkamp & Jenks Wealth Management
Texas
$838K +$26.8K +1,056 +4%
DWT
437
Dorsey & Whitney Trust
South Dakota
$830K +$200K +7,884 +31%
OFS
438
Oldfather Financial Services
Nebraska
$825K +$20.4K +804 +3%
GCA
439
Gradient Capital Advisors
California
$820K +$20.6K +812 +3%
BF
440
BOK Financial
Oklahoma
$819K +$831K +32,716 New
FA
441
FDx Advisors
Illinois
$811K +$63.6K +2,504 +8%
BA
442
Bristlecone Advisors
Washington
$801K – – –
KPWS
443
Kestra Private Wealth Services
Texas
$788K – – –
FAIM
444
Financial Advocates Investment Management
Washington
$788K +$800K +31,492 New
PSF
445
Pacific Sun Financial
California
$788K +$800K +31,500 New
MPM
446
Meritage Portfolio Management
Kansas
$785K +$157K +6,192 +25%
AIM
447
Avity Investment Management
Connecticut
$780K – – –
MCM
448
Manchester Capital Management
Vermont
$779K – – –
EK
449
Evensky & Katz
Florida
$770K -$914 -36 -0.1%
LWAC
450
Laurel Wealth Advisors (California)
California
$766K -$5.99K -236 -0.8%
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