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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
501
CWA Asset Management Group
Florida
$613K – – –
CHJWM
502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$613K -$24.4K -1,134 -4%
APSI
503
Asset Planning Services Inc
Louisiana
$612K +$29.4K +1,370 +5%
BWA
504
Bordeaux Wealth Advisors
California
$611K +$627K +29,160 New
WP
505
WMS Partners
Maryland
$610K -$40.5K -1,882 -6%
EI
506
Ellevest Inc
New York
$605K +$244K +11,348 +65%
BDFN
507
Bond & Devick Financial Network
Minnesota
$600K – – –
FC
508
FCA Corp
Texas
$595K +$21.6K +1,006 +4%
DP
509
DDD Partners
Washington
$595K +$69.6K +3,240 +13%
AWA
510
Acorn Wealth Advisors
Michigan
$590K -$731 -34 -0.1%
PWM
511
Prosperity Wealth Management
California
$581K +$595K +27,696 New
DTC
512
Davidson Trust Company
Washington
$580K – – –
TWP
513
Tempus Wealth Planning
California
$576K +$97.8K +4,548 +20%
AG
514
Appleton Group
Wisconsin
$574K -$39.3K -1,828 -6%
LTL
515
Lowery Thomas LLC
California
$573K +$17.9K +832 +3%
EWM
516
Evermay Wealth Management
Virginia
$573K -$5.37K -250 -0.9%
TRCT
517
Tower Research Capital (TRC)
New York
$572K +$587K +27,296 New
PCM
518
Pennsylvania Capital Management
Pennsylvania
$566K +$35.5K +1,652 +7%
HGWM
519
Horst & Graben Wealth Management
Oregon
$566K -$112K -5,234 -16%
BA
520
Bridgewater Advisors
New York
$564K -$19.6K -914 -3%
EH
521
Equitable Holdings
New York
$561K +$7.87K +366 +1%
AL
522
ACAS LLC
California
$557K +$5.67K +264 +1%
AO
523
Advisor OS
Illinois
$552K – – –
FWP
524
FAS Wealth Partners
Kansas
$550K -$290K -13,480 -34%
BBA
525
BLB&B Advisors
Pennsylvania
$544K -$27.9K -1,300 -5%
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