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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
476
Heartwood Wealth Advisors
Virginia
$1.36M +$23.9K +798 +2%
WPA
477
West Paces Advisors
Georgia
$1.36M -$49.2K -1,640 -3%
AGC
478
Aspen Grove Capital
Colorado
$1.35M -$74.5K -2,484 -5%
PS
479
Planned Solutions
California
$1.35M -$540 -18 -0%
KPWS
480
Kestra Private Wealth Services
Texas
$1.34M +$126K +4,218 +10%
SSWM
481
Sheets Smith Wealth Management
North Carolina
$1.33M -$18.9K -632 -1%
OFS
482
OneAscent Financial Services
Alabama
$1.32M -$94.7K -3,158 -6%
FBB
483
Fulton Breakefield Broenniman
Maryland
$1.31M -$25K -834 -2%
DE
484
Diversified Enterprises
Delaware
$1.31M -$211K -7,044 -14%
PWMAG
485
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$24.4K -813 -2%
WP
486
Westmount Partners
California
$1.3M – – –
IF
487
Ironwood Financial
Arizona
$1.3M -$2.01K -67 -0.1%
MCC
488
Money Concepts Capital
Florida
$1.3M +$610K +20,349 +84%
WCM
489
Wisconsin Capital Management
Wisconsin
$1.3M +$18K +600 +1%
BAM
490
Berkshire Asset Management
Pennsylvania
$1.29M -$16.5K -552 -1%
GCA
491
Gradient Capital Advisors
California
$1.29M -$31.8K -1,061 -2%
BJL
492
Brighton Jones LLC
Washington
$1.28M +$1.32M +44,130 New
WAG
493
Windsor Advisory Group
Ohio
$1.28M +$1.32M +44,085 New
AIP
494
Ameritas Investment Partners
Nebraska
$1.27M -$136K -4,541 -9%
GIA
495
GHP Investment Advisors
Colorado
$1.26M -$1.59K -53 -0.1%
PVI
496
Pine Valley Investments
New Jersey
$1.26M -$113K -3,766 -8%
MMHP
497
Murphy Middleton Hinkle & Parker
Georgia
$1.25M +$1.07M +35,839 +497%
IWM
498
IHT Wealth Management
Illinois
$1.25M -$143K -4,787 -10%
NIM
499
Nicollet Investment Management
Minnesota
$1.24M – – –
AWM
500
AE Wealth Management
Kansas
$1.23M +$141K +4,698 +12%
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