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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
501
DDD Partners
Washington
$843K +$62.6K +2,672 +8%
HIC
502
Holderness Investments Company
North Carolina
$842K +$336K +14,322 +72%
RWIA
503
Roger Wittlin Investment Advisory
California
$841K -$12K -514 -1%
SAM
504
S.A. Mason
Michigan
$822K +$37K +1,580 +5%
APP
505
Avantax Planning Partners
Iowa
$821K +$182K +7,752 +30%
CG
506
Cynosure Group
Utah
$819K +$328 +14 +0%
WP
507
WealthPLAN Partners
Nebraska
$814K -$8.57K -366 -1%
TWP
508
Tempus Wealth Planning
California
$807K -$750 -32 -0.1%
UAG
509
United Advisor Group
Ohio
$807K -$922K -39,358 -55%
LTL
510
Lowery Thomas LLC
California
$803K -$26.1K -1,114 -3%
SFG
511
SNS Financial Group
Minnesota
$800K -$73.6K -3,140 -9%
PP
512
Patten & Patten
Tennessee
$794K +$198K +8,468 +36%
DFA
513
DHK Financial Advisors
New Hampshire
$794K +$756K +32,262 New
ACA
514
Aspire Capital Advisors
Washington
$794K -$92.1K -3,930 -11%
WIA
515
World Investment Advisors
California
$790K +$466K +19,884 +163%
CPL
516
CAP Partners LLC
Tennessee
$772K +$9.61K +410 +1%
TCM
517
Twele Capital Management
Minnesota
$767K -$5.2K -222 -0.7%
BDFN
518
Bond & Devick Financial Network
Minnesota
$766K – – –
YIA
519
YHB Investment Advisors
Connecticut
$764K -$63.5K -2,712 -8%
S
520
SignatureFD
Georgia
$763K +$131K +5,584 +22%
CGA
521
Crescent Grove Advisors
Illinois
$762K +$5.9K +252 +0.8%
PAM
522
Pegasus Asset Management
New York
$752K – – –
FMWA
523
Forvis Mazars Wealth Advisors
Missouri
$751K +$65.8K +2,808 +10%
NCM
524
Northwest Capital Management
Oregon
$751K – – –
BIM
525
Baldwin Investment Management
Pennsylvania
$750K +$714K +30,462 New
19 20
21
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