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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Mengis Capital Management
Oregon
$1M -$15.9K -598 -2%
M
502
MYeCFO
California
$998K +$203K +7,629 +25%
CAM
503
Cozad Asset Management
Illinois
$983K -$27 -1 -0%
CIA
504
Concurrent Investment Advisors
Florida
$983K +$6.65K +250 +0.7%
SIS
505
Strategic Investment Solutions
Illinois
$978K -$9.95K -374 -1%
RWA
506
Roberts Wealth Advisors
California
$977K +$2.66K +100 +0.3%
MW
507
MBL Wealth
North Carolina
$975K – – –
HP
508
Hilltop Partners
Indiana
$974K -$9.1K -342 -0.9%
EWP
509
Elevation Wealth Partners
California
$967K -$34.3K -1,290 -3%
KC
510
Kades & Cheifetz
Pennsylvania
$964K -$104K -3,924 -10%
GFG
511
Grantvest Financial Group
New Jersey
$961K +$988K +37,147 New
LFG
512
Leverty Financial Group
Wisconsin
$951K +$76K +2,855 +8%
MSWMA
513
Market Street Wealth Management Advisors
Indiana
$949K -$29.2K -1,097 -3%
LGWM
514
Litman Gregory Wealth Management
California
$947K – – –
RC
515
Roundview Capital
New Jersey
$941K -$8.7K -327 -0.9%
WIA
516
World Investment Advisors
California
$939K -$26.9K -1,011 -3%
DCM
517
Donaldson Capital Management
Indiana
$937K +$14K +526 +1%
CPA
518
Clear Point Advisors
New York
$936K +$1.76K +66 +0.2%
SAM
519
S.A. Mason
Michigan
$934K +$4.31K +162 +0.5%
SWM
520
Stark Wealth Management
Pennsylvania
$932K +$959K +36,026 New
CCG
521
Coastwise Capital Group
California
$928K +$27.8K +1,045 +3%
DWT
522
Dorsey & Whitney Trust
South Dakota
$921K – – –
HI
523
Harbour Investments
Wisconsin
$915K -$76.2K -2,864 -7%
SIC
524
Sigma Investment Counselors
Michigan
$903K -$8.67K -326 -0.9%
IFA
525
Index Fund Advisors
California
$890K +$4.74K +178 +0.5%
19 20
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