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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
476
Elwood & Goetz Wealth Advisory Group
Georgia
$666K -$20.7K -840 -3%
CA
477
Capital Advantage
California
$666K +$25.2K +1,024 +4%
NFG
478
Northeast Financial Group
Pennsylvania
$664K +$13.8K +560 +2%
GIA
479
GHP Investment Advisors
Colorado
$664K +$21.1K +856 +3%
AA
480
Alesco Advisors
New York
$663K -$123K -4,992 -16%
JC
481
Jentner Corp
Ohio
$661K -$81.7K -3,320 -11%
AO
482
Advisor OS
Illinois
$655K -$1.29M -52,636 -67%
WWM
483
Windsor Wealth Management
Indiana
$641K +$492 +20 +0.1%
LWAC
484
Laurel Wealth Advisors (California)
California
$637K -$1.26M -51,192 -67%
DWT
485
Dorsey & Whitney Trust
South Dakota
$635K – – –
VHAM
486
Van Hulzen Asset Management
California
$628K -$23.9K -972 -4%
AFS
487
Access Financial Services
Minnesota
$627K +$29.8K +1,212 +5%
PCWA
488
Pacific Capital Wealth Advisors
California
$625K +$114K +4,628 +23%
AFS
489
Annapolis Financial Services
Maryland
$608K -$5.71K -232 -0.9%
CIR
490
Clear Investment Research
Georgia
$606K -$984 -40 -0.2%
BTWM
491
Baker Tilly Wealth Management
Wisconsin
$603K +$595K +24,200 New
MCM
492
Mitchell Capital Management
Kansas
$596K -$80.2K -3,260 -12%
NFG
493
Next Financial Group
Texas
$592K -$50.5K -2,052 -8%
IA
494
IFG Advisory
Georgia
$591K +$118K +4,788 +25%
PD
495
Planning Directions
Pennsylvania
$577K +$984 +40 +0.2%
OPS
496
Orion Portfolio Solutions
Nebraska
$574K +$19.4K +788 +4%
CA
497
Cetera Advisors
Colorado
$572K +$225K +9,168 +67%
CWM
498
Campbell Wealth Management
Virginia
$569K +$11.3K +460 +2%
BA
499
Bridgewater Advisors
New York
$562K +$571K +23,236 New
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$553K -$8.16K -332 -1%
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