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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
501
Crescent Grove Advisors
Illinois
$608K – – –
GDP
502
Great Diamond Partners
Maine
$606K +$51.4K +2,510 +9%
APG
503
Abacus Planning Group
South Carolina
$599K – – –
AIM
504
Avity Investment Management
Connecticut
$599K +$41K +2,000 +7%
ACI
505
Alpha Cubed Investments
California
$597K – – –
CAMG
506
CWA Asset Management Group
Florida
$592K +$3.28K +160 +0.5%
AG
507
Appleton Group
Wisconsin
$592K -$3.94K -192 -0.7%
PWP
508
Principle Wealth Partners
Connecticut
$590K -$11.8K -576 -2%
SP
509
SWS Partners
Ohio
$583K +$7.13K +348 +1%
BA
510
Bristlecone Advisors
Washington
$582K – – –
BDFN
511
Bond & Devick Financial Network
Minnesota
$580K +$20.5K +1,000 +4%
AFA
512
American Financial Advisors
Georgia
$576K +$51.7K +2,522 +10%
CWA
513
Continuum Wealth Advisors
New York
$574K +$581K +28,348 New
AWA
514
Acorn Wealth Advisors
Michigan
$570K -$25.4K -1,238 -4%
AFS
515
Access Financial Services
Minnesota
$567K +$574K +27,990 New
APSI
516
Asset Planning Services Inc
Louisiana
$564K – – –
BA
517
Bridgewater Advisors
New York
$564K -$17.3K -846 -3%
DTC
518
Davidson Trust Company
Washington
$561K – – –
EWM
519
Evermay Wealth Management
Virginia
$558K +$19.5K +950 +4%
YWP
520
YorkBridge Wealth Partners
New York
$557K -$55K -2,684 -9%
FC
521
FCA Corp
Texas
$555K -$16.5K -806 -3%
BBA
522
BLB&B Advisors
Pennsylvania
$552K – – –
FWI
523
Facet Wealth Inc
Maryland
$551K +$118K +5,774 +30%
ES
524
ETF Store
Kansas
$547K +$132K +6,434 +35%
PCM
525
Pennsylvania Capital Management
Pennsylvania
$540K +$241K +11,756 +86%
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