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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
451
Great Waters Wealth Management
Minnesota
$1.25M -$34K -1,277 -3%
CG
452
Cynosure Group
Utah
$1.24M +$7.77K +292 +0.6%
CFO
453
Custos Family Office
Texas
$1.24M – – –
SDWMA
454
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.24M -$58.1K -2,182 -4%
LFA
455
Laraway Financial Advisors
Minnesota
$1.24M -$2.05K -77 -0.2%
TA
456
TPG Advisors
Illinois
$1.23M +$4.98K +187 +0.4%
PWM
457
Paulson Wealth Management
Illinois
$1.23M -$106K -3,997 -8%
MCM
458
Mendel Capital Management
Arkansas
$1.21M +$110K +4,116 +10%
UAG
459
United Advisor Group
Ohio
$1.21M +$850K +31,942 +217%
MAMG
460
Milestone Asset Management Group
Connecticut
$1.2M +$1.23M +46,369 New
AO
461
Advisor OS
Illinois
$1.2M +$51.3K +1,928 +4%
WIM
462
Warwick Investment Management
Texas
$1.2M -$2.74K -103 -0.2%
SA
463
Scarborough Advisors
Maryland
$1.19M -$168K -6,311 -12%
IA
464
Intellus Advisors
Florida
$1.19M +$1.22M +46,003 New
SAM
465
Summit Asset Management
Tennessee
$1.18M -$21.6K -812 -2%
MMHP
466
Murphy Middleton Hinkle & Parker
Georgia
$1.18M -$4.79K -180 -0.4%
WBCM
467
Wilson & Boucher Capital Management
California
$1.17M -$42.3K -1,591 -3%
JFG
468
JMG Financial Group
Illinois
$1.17M -$12.1K -454 -1%
SSWM
469
Sheets Smith Wealth Management
North Carolina
$1.17M +$12K +450 +1%
SEM
470
Strategic Equity Management
Arizona
$1.17M -$404K -15,169 -25%
KJWM
471
Kiley Juergens Wealth Management
Washington
$1.16M -$12.7K -477 -1%
NFTC
472
North Forty Two & Co
Oregon
$1.16M +$1.2M +45,002 New
HCM
473
Hengehold Capital Management
Ohio
$1.16M -$1.14K -43 -0.1%
HIC
474
Holderness Investments Company
North Carolina
$1.16M +$35.4K +1,330 +3%
PWMAG
475
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$19.5K -734 -2%
17 18
19
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