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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$572K -$200K -7,872 -26%
IA
502
IFG Advisory
Georgia
$569K -$19.5K -768 -3%
OPS
503
Orion Portfolio Solutions
Nebraska
$569K -$6.4K -252 -1%
BO
504
BRR OpCo
Ohio
$567K -$337K -13,284 -37%
AFS
505
Annapolis Financial Services
Maryland
$563K -$39.4K -1,552 -6%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$561K -$3.25K -128 -0.6%
WP
507
WealthSource Partners
California
$555K -$54.3K -2,140 -9%
ACM
508
Armbruster Capital Management
New York
$553K – – –
FC
509
Forte Capital
New York
$550K +$19.5K +768 +4%
TAM
510
Townsend Asset Management
North Carolina
$542K +$102 +4 +0%
CIC
511
Carnegie Investment Counsel
Ohio
$538K +$102 +4 +0%
SBIA
512
Sheaff Brock Investment Advisors
Indiana
$531K +$28.4K +1,120 +6%
LA
513
LexAurum Advisors
Kansas
$527K +$20.8K +820 +4%
MWM
514
Madison Wealth Management
Ohio
$523K -$23.6K -928 -4%
DP
515
DDD Partners
Washington
$523K +$3.66K +144 +0.7%
CFD
516
Creative Financial Designs
Indiana
$520K +$22.9K +900 +5%
RA
517
RFG Advisory
Alabama
$518K +$16.9K +664 +3%
LB
518
Legacy Bridge
Iowa
$517K -$10.2K -400 -2%
TIA
519
Tiemann Investment Advisors
California
$513K – – –
APP
520
Avantax Planning Partners
Iowa
$506K +$2.03K +80 +0.4%
GWM
521
Gray Wealth Management
Maine
$503K -$15.4K -608 -3%
SWM
522
Stockman Wealth Management
Montana
$501K – – –
BFEC
523
Benjamin F. Edwards & Company
Missouri
$499K -$7.72K -304 -2%
VVP
524
Venture Visionary Partners
Ohio
$493K -$11.2K -440 -2%
EH
525
Equitable Holdings
New York
$491K +$26.8K +1,056 +6%
19 20
21
22 23