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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
476
Bogart Wealth LLC
Virginia
$954K -$1.05M -41,174 -50%
IFS
477
Ifrah Financial Services
Arkansas
$951K -$994 -39 -0.1%
NP
478
NorthRock Partners
Minnesota
$950K -$215K -8,420 -17%
CFO
479
Collective Family Office
Pennsylvania
$947K -$47.4K -1,858 -4%
GCA
480
Gradient Capital Advisors
California
$940K +$1.1K +43 +0.1%
EFS
481
Econ Financial Services
Pennsylvania
$939K -$7.88K -309 -0.8%
BWM
482
BankPlus Wealth Management
Mississippi
$937K +$696K +27,289 +215%
BA
483
Bristlecone Advisors
Washington
$930K -$5.84K -229 -0.6%
SAM
484
Summit Asset Management
Tennessee
$924K -$155K -6,062 -13%
FWM
485
Finer Wealth Management
Massachusetts
$920K -$104K -4,098 -9%
WMWM
486
Whitaker-Myers Wealth Managers
Ohio
$919K -$29.2K -1,145 -3%
MCM
487
Mengis Capital Management
Oregon
$914K +$5.68K +223 +0.6%
VCM
488
Virtue Capital Management
Tennessee
$910K +$132K +5,171 +15%
FEM
489
Fulcrum Equity Management
Texas
$907K -$17.5K -686 -2%
EFM
490
Eley Financial Management
Vermont
$901K -$17.6K -689 -2%
EA
491
Enclave Advisors
Texas
$894K -$279K -10,936 -22%
CIA
492
Concurrent Investment Advisors
Florida
$893K +$3.49K +137 +0.4%
M
493
MYeCFO
California
$893K -$11.7K -460 -1%
CAM
494
Cozad Asset Management
Illinois
$890K – – –
PWA
495
Peterson Wealth Advisors
Utah
$890K +$1.08M +42,428 New
RTL
496
Red Tortoise LLC
Georgia
$889K -$50.2K -1,971 -5%
MW
497
MBL Wealth
North Carolina
$883K – – –
DCM
498
Donaldson Capital Management
Indiana
$883K +$36.5K +1,433 +4%
EWP
499
Elevation Wealth Partners
California
$873K -$3.65K -143 -0.4%
FIC
500
Family Investment Center
Missouri
$872K -$58.6K -2,298 -6%
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