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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
476
BNC Wealth Management
Oregon
$1.32M -$142K -5,021 -10%
HWA
477
Heartwood Wealth Advisors
Virginia
$1.31M +$7.14K +253 +0.6%
BWM
478
BankPlus Wealth Management
Mississippi
$1.31M +$121K +4,292 +10%
FBB
479
Fulton Breakefield Broenniman
Maryland
$1.31M -$9.97K -353 -0.8%
PWMAG
480
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$9.06K -321 -0.7%
GCA
481
Gradient Capital Advisors
California
$1.3M +$64.3K +2,277 +5%
P
482
&Partners
Tennessee
$1.29M +$79.2K +2,805 +7%
FWM
483
Fonville Wealth Management
Virginia
$1.29M -$37.3K -1,322 -3%
BAM
484
Berkshire Asset Management
Pennsylvania
$1.28M -$1.31M -46,289 -51%
EWA
485
EverSource Wealth Advisors
Alabama
$1.28M -$405K -14,350 -24%
BSCCG
486
Blue Sky Capital Consultants Group
California
$1.28M +$526K +18,617 +71%
WP
487
Westmount Partners
California
$1.27M – – –
WCM
488
Wisconsin Capital Management
Wisconsin
$1.25M – – –
CSF
489
Capital Squared Financial
Maryland
$1.25M -$35.5K -1,258 -3%
JGCM
490
Joseph Group Capital Management
Ohio
$1.24M -$48.4K -1,715 -4%
RW
491
Rede Wealth
Virginia
$1.24M +$1.23M +43,430 New
GIA
492
GHP Investment Advisors
Colorado
$1.24M -$6.3K -223 -0.5%
NL
493
NWAM LLC
Washington
$1.24M +$88.4K +3,129 +8%
GWWM
494
Great Waters Wealth Management
Minnesota
$1.22M +$18.4K +653 +2%
NIM
495
Nicollet Investment Management
Minnesota
$1.21M -$11.9K -423 -1%
KPWS
496
Kestra Private Wealth Services
Texas
$1.19M +$280K +9,931 +31%
CCG
497
Coastwise Capital Group
California
$1.19M +$23.4K +830 +2%
TWP
498
Tempus Wealth Planning
California
$1.18M +$43.5K +1,540 +4%
QCG
499
Quadrant Capital Group
Ohio
$1.17M – – –
OFG
500
Omega Financial Group
California
$1.16M -$53.3K -1,886 -4%
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