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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
451
Whelan Financial
California
$1.04M +$2.9K +112 +0.3%
ACG
452
Allen Capital Group
Nebraska
$1.04M -$3K -116 -0.3%
WCFA
453
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$1.05M +40,504 New
FSWA
454
Financial Synergies Wealth Advisors
Texas
$1.03M -$78.9K -3,048 -7%
FHA
455
Flagship Harbor Advisors
Massachusetts
$1.03M +$1.04M +40,244 New
CW
456
CreativeOne Wealth
Kansas
$1.02M +$713K +27,560 +222%
TWM
457
Thrive Wealth Management
Pennsylvania
$1.02M +$1.03M +39,808 New
CP
458
Camelot Portfolios
Ohio
$1.02M +$59.9K +2,316 +6%
CC
459
Callan Capital
California
$1.02M +$1.03M +39,748 New
TCM
460
Twele Capital Management
Minnesota
$1.01M +$3.52K +136 +0.3%
AFAS
461
Acorn Financial Advisory Services
Virginia
$1.01M +$30.7K +1,188 +3%
WBCM
462
Wilson & Boucher Capital Management
California
$1M +$1.01M +39,228 New
CFO
463
CVA Family Office
Colorado
$995K +$54.7K +2,116 +6%
IFS
464
Ifrah Financial Services
Arkansas
$990K -$10.3K -400 -1%
KAS
465
Kestra Advisory Services
Texas
$962K -$15.2M -587,208 -94%
ASN
466
Advisory Services Network
Georgia
$961K +$60.1K +2,324 +7%
CST
467
Charles Schwab Trust
Nevada
$955K -$20M -773,720 -95%
FWP
468
FAS Wealth Partners
Kansas
$954K -$168K -6,480 -15%
FA
469
FDx Advisors
Illinois
$948K +$119K +4,616 +14%
OCM
470
One Capital Management
California
$942K -$4.86K -188 -0.5%
RPG
471
Resource Planning Group
Georgia
$940K -$39.7K -1,536 -4%
SAM
472
S.A. Mason
Michigan
$928K +$15.6K +604 +2%
CG
473
Colony Group
Massachusetts
$921K -$22.1K -856 -2%
BPM
474
Bowling Portfolio Management
Ohio
$902K +$143K +5,532 +19%
CA
475
CoreCap Advisors
Michigan
$902K +$912K +35,240 New
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19
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