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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
476
Sheets Smith Wealth Management
North Carolina
$1.69M +$27.5K +833 +2%
AGC
477
Aspen Grove Capital
Colorado
$1.68M +$1.75K +53 +0.1%
PS
478
Planned Solutions
California
$1.68M – – –
MAMG
479
Milestone Asset Management Group
Connecticut
$1.67M -$65.1K -1,970 -4%
KPWS
480
Kestra Private Wealth Services
Texas
$1.66M -$1.42K -43 -0.1%
CIA
481
Cape Investment Advisory
Georgia
$1.65M -$70.9K -2,145 -4%
BP
482
BCK Partners
New York
$1.65M -$60.3K -1,826 -4%
WCM
483
Wisconsin Capital Management
Wisconsin
$1.65M +$33K +1,000 +2%
EF
484
Envision Financial
Wisconsin
$1.65M -$110K -3,319 -7%
OFS
485
OneAscent Financial Services
Alabama
$1.62M -$18K -544 -1%
TWP
486
Tempus Wealth Planning
California
$1.61M +$80.8K +2,444 +6%
BAM
487
Berkshire Asset Management
Pennsylvania
$1.61M +$2.88K +87 +0.2%
BPWM
488
Badgley Phelps Wealth Managers
Washington
$1.61M -$100K -3,025 -6%
DE
489
Diversified Enterprises
Delaware
$1.61M -$17.9K -541 -1%
AWM
490
AE Wealth Management
Kansas
$1.61M +$69.5K +2,102 +5%
FBB
491
Fulton Breakefield Broenniman
Maryland
$1.6M -$25.5K -773 -2%
BJL
492
Brighton Jones LLC
Washington
$1.6M +$6.91K +209 +0.5%
WP
493
Westmount Partners
California
$1.59M -$19.6K -592 -1%
GIA
494
GHP Investment Advisors
Colorado
$1.57M +$6.01K +182 +0.4%
MCCP
495
Mission Creek Capital Partners
California
$1.57M +$501K +15,150 +37%
PVI
496
Pine Valley Investments
New Jersey
$1.56M -$33 -1 -0%
MMHP
497
Murphy Middleton Hinkle & Parker
Georgia
$1.56M +$2.74K +83 +0.2%
CCG
498
Coastwise Capital Group
California
$1.55M +$59.2K +1,791 +4%
DCM
499
Donaldson Capital Management
Indiana
$1.55M +$165K +4,991 +13%
WPA
500
West Paces Advisors
Georgia
$1.55M -$126K -3,825 -8%
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