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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
451
WealthPLAN Partners
Nebraska
$796K +$723K +35,304 New
WIM
452
WealthPlan Investment Management
Nebraska
$795K +$35.5K +1,734 +5%
OFS
453
Oldfather Financial Services
Nebraska
$793K -$9.67K -472 -1%
ASN
454
Advisory Services Network
Georgia
$790K -$984 -48 -0.1%
MW
455
MBL Wealth
North Carolina
$790K +$16.5K +806 +2%
CWM
456
Cedar Wealth Management
California
$785K -$64.2K -3,134 -7%
TCM
457
Twele Capital Management
Minnesota
$779K -$32.1K -1,568 -4%
MFG
458
Merit Financial Group
Georgia
$777K +$231K +11,294 +42%
GFP
459
Guardian Financial Partners
California
$776K +$20.3K +992 +3%
SIMM
460
Stillwater Investment Management (Minnesota)
Minnesota
$775K +$5.7K +278 +0.7%
GIA
461
GHP Investment Advisors
Colorado
$769K +$233K +11,382 +43%
SAM
462
S.A. Mason
Michigan
$768K +$30.7K +1,500 +4%
JWS
463
Juncture Wealth Strategies
Arizona
$765K +$86K +4,196 +12%
WIM
464
Warwick Investment Management
Texas
$765K +$422K +20,598 +120%
SAF
465
Smith Anglin Financial
Texas
$764K -$25.5K -1,242 -3%
CG
466
Colony Group
Massachusetts
$761K +$89.8K +4,384 +13%
IFS
467
Ifrah Financial Services
Arkansas
$757K -$6.56K -320 -0.8%
CF
468
Centaurus Financial
California
$755K -$39.2K -1,914 -5%
FSWA
469
Financial Synergies Wealth Advisors
Texas
$752K +$1.23K +60 +0.2%
CCG
470
Coastwise Capital Group
California
$747K +$18.6K +910 +3%
CFO
471
CVA Family Office
Colorado
$741K -$79.1K -3,862 -10%
LGWM
472
Litman Gregory Wealth Management
California
$741K -$28.9K -1,412 -4%
KOC
473
Koss-Olinger Consulting
Florida
$736K +$744K +36,322 New
BWM
474
Blossom Wealth Management
California
$730K +$80.5K +3,926 +12%
AWS
475
Atria Wealth Solutions
New York
$728K +$113K +5,522 +18%
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