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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
501
Asset Planning Services Inc
Louisiana
$615K -$10.9K -496 -2%
TWP
502
Tempus Wealth Planning
California
$610K +$2.85K +130 +0.4%
CAMG
503
CWA Asset Management Group
Florida
$607K – – –
NRG
504
Nemes Rush Group
Michigan
$601K -$9.7K -442 -2%
SB
505
Strategic Blueprint
Georgia
$600K -$367K -16,716 -37%
FC
506
FCA Corp
Texas
$600K +$79.1K +3,604 +14%
AG
507
Appleton Group
Wisconsin
$598K -$10.7M -486,190 -94%
DP
508
DDD Partners
Washington
$597K +$20.4K +930 +3%
S
509
SignatureFD
Georgia
$595K +$88K +4,012 +16%
BFA
510
Beaumont Financial Advisors
Massachusetts
$594K -$20.7K -942 -3%
WP
511
WMS Partners
Maryland
$593K -$9.83K -448 -2%
BDFN
512
Bond & Devick Financial Network
Minnesota
$593K – – –
CWM
513
Cedar Wealth Management
California
$592K +$95.2K +4,340 +18%
WWM
514
Western Wealth Management
Colorado
$591K +$207K +9,446 +49%
CHJWM
515
Carlton Hofferkamp & Jenks Wealth Management
Texas
$580K -$439 -20 -0.1%
SAF
516
Smith Anglin Financial
Texas
$580K -$32.9K -1,498 -5%
FWP
517
FAS Wealth Partners
Kansas
$577K -$15.4K -702 -2%
PCM
518
Pennsylvania Capital Management
Pennsylvania
$575K +$17.1K +780 +3%
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$575K +$274K +12,466 +82%
DTC
520
Davidson Trust Company
Washington
$573K – – –
DCM
521
Donaldson Capital Management
Indiana
$569K +$603K +27,458 New
AWA
522
Acorn Wealth Advisors
Michigan
$567K +$38.4K +1,750 +7%
EWM
523
Evermay Wealth Management
Virginia
$564K -$2.19K -100 -0.4%
BA
524
Bridgewater Advisors
New York
$555K -$1.67K -76 -0.3%
AC
525
AlphaCore Capital
California
$553K +$49.8K +2,268 +9%
19 20
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