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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$3.24K +192 +28%
TSW
527
Thompson Siegel & Walmsley
Virginia
$12K – – –
TCM
528
TD Capital Management
Tennessee
$10K – – –
CWM
529
Cedar Wealth Management
California
$10K +$9.06K +536 +496%
BWP
530
Baldwin Wealth Partners
Massachusetts
$9K – – –
CTC
531
Central Trust Company
Missouri
$8K – – –
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
OAJ
533
Ogorek Anthony Joseph
New York
$7K -$1.65M -97,932 -99%
1IA
534
1834 Investment Advisors
Wisconsin
$7K – – –
LFA
535
Legacy Financial Advisors
Kentucky
$7K – – –
SF
536
Synovus Financial
Georgia
$7K – – –
CG
537
Cutler Group
California
$6K +$6.76K +400 New
HCM
538
Horrell Capital Management
Arkansas
$5K – – –
ME
539
McIlrath & Eck
Washington
$5K – – –
DWA
540
Dougherty Wealth Advisers
Minnesota
$5K +$4.66K +276 New
HWA
541
Heritage Wealth Advisors
Virginia
$4K – – –
KC
542
Knuff & Co
California
$4K +$3.92K +232 New
MWC
543
MKD Wealth Coaches
Michigan
$4K +$4.93K +292 New
JFA
544
JNBA Financial Advisors
Minnesota
$3K -$1.32M -78,248 -100%
CFD
545
Creative Financial Designs
Indiana
$3K – – –
AAP
546
Arax Advisory Partners
Colorado
$3K +$68 +4 +2%
SIM
547
Sonora Investment Management
Arizona
$2K – – –
RCAG
548
Rehmann Capital Advisory Group
Michigan
$1.8K -$31.6K -1,872 -94%
FMP
549
Financial Management Professionals
Texas
$1K -$32.1M -1,898,432 -100%
RCG
550
Ruggie Capital Group
Florida
$1K -$13.7K -812 -89%
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