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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
451
YHB Investment Advisors
Connecticut
$839K -$2.6M -121,076 -75%
GFP
452
Guardian Financial Partners
California
$839K +$37.1K +1,728 +5%
GIA
453
GHP Investment Advisors
Colorado
$817K +$20.9K +972 +3%
OFS
454
Oldfather Financial Services
Nebraska
$815K -$6.28K -292 -0.7%
MA
455
Mutual Advisors
Nebraska
$813K -$147K -6,854 -15%
SIMM
456
Stillwater Investment Management (Minnesota)
Minnesota
$805K +$2.75K +128 +0.3%
SAM
457
S.A. Mason
Michigan
$795K – – –
MW
458
MBL Wealth
North Carolina
$793K -$25.8K -1,200 -3%
ASN
459
Advisory Services Network
Georgia
$792K -$26.9K -1,252 -3%
IFS
460
Ifrah Financial Services
Arkansas
$782K -$1.07K -50 -0.1%
SHJ
461
Sharkey, Howes & Javer
Colorado
$775K -$195K -9,064 -20%
FSWA
462
Financial Synergies Wealth Advisors
Texas
$773K -$5.16K -240 -0.6%
BWM
463
Blossom Wealth Management
California
$764K +$8.86K +412 +1%
CAP
464
Columbia Advisory Partners
Washington
$764K -$388K -18,046 -33%
CF
465
Centaurus Financial
California
$763K -$19.5K -906 -2%
CFO
466
CVA Family Office
Colorado
$759K -$8.21K -382 -1%
TCM
467
Twele Capital Management
Minnesota
$753K -$54.7K -2,546 -7%
RPG
468
Resource Planning Group
Georgia
$752K -$215K -10,008 -22%
CG
469
Colony Group
Massachusetts
$738K -$50.6K -2,354 -6%
KC
470
Kades & Cheifetz
Pennsylvania
$733K +$73.1K +3,400 +11%
PSIWM
471
Paradigm Strategies in Wealth Management
Minnesota
$724K -$157K -7,322 -18%
PCWA
472
Pacific Capital Wealth Advisors
California
$722K -$180K -8,370 -20%
BFA
473
Beaumont Financial Advisors
Massachusetts
$722K +$86 +4 +0%
ZF
474
Zhang Financial
Michigan
$720K -$347K -16,160 -32%
WP
475
WealthSource Partners
California
$718K -$131K -6,088 -15%
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