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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
501
Grantvest Financial Group
New Jersey
$1.02M +$33.7K +1,260 +4%
SAM
502
S.A. Mason
Michigan
$1.01M – – –
SWM
503
Sculati Wealth Management
Michigan
$1.01M -$30K -1,121 -3%
PCM
504
Parsons Capital Management
Rhode Island
$997K +$43.9K +1,640 +5%
EFM
505
Eley Financial Management
Vermont
$995K -$37.1K -1,389 -4%
DWT
506
Dorsey & Whitney Trust
South Dakota
$993K – – –
SIC
507
Sigma Investment Counselors
Michigan
$990K -$241 -9 -0%
HWMG
508
Hurlow Wealth Management Group
Indiana
$987K -$108K -4,054 -10%
AIM
509
Archer Investment Management
Texas
$971K -$213K -7,958 -19%
M
510
MYeCFO
California
$965K -$68.2K -2,550 -7%
CWA
511
Clearview Wealth Advisors
Oregon
$960K +$25.7K +962 +3%
IFA
512
Index Fund Advisors
California
$959K +$2.65K +99 +0.3%
APP
513
Avantax Planning Partners
Iowa
$958K +$227K +8,500 +33%
PAS
514
Park Avenue Securities
New York
$947K -$32.4K -1,213 -3%
AWM
515
AE Wealth Management
Kansas
$944K +$113K +4,234 +14%
RWA
516
Roberts Wealth Advisors
California
$943K -$47.5K -1,776 -5%
RC
517
Roundview Capital
New Jersey
$941K -$2.89K -108 -0.3%
AF
518
Advisornet Financial
Minnesota
$941K +$82.3K +3,078 +10%
CPA
519
Clear Point Advisors
New York
$939K -$22.5K -843 -2%
TPCW
520
TD Private Client Wealth
New York
$938K -$6.1K -228 -0.7%
SFA
521
Souders Financial Advisors
Ohio
$937K -$137K -5,140 -13%
CS
522
Crescent Sterling
Louisiana
$929K -$32.9K -1,230 -4%
RSWM
523
Robertson Stephens Wealth Management
California
$929K -$27 -1 -0%
BRWA
524
B. Riley Wealth Advisors
Florida
$921K -$1.11M -41,412 -56%
FWP
525
FAS Wealth Partners
Kansas
$919K +$122K +4,573 +16%
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