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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
526
YorkBridge Wealth Partners
New York
$692K -$2.13M -82,284 -75%
CFD
527
Creative Financial Designs
Indiana
$692K +$162K +6,276 +30%
MHB
528
Midwest Heritage Bank
Iowa
$691K +$698K +26,992 New
BCM
529
Boltwood Capital Management
California
$690K +$81.6K +3,152 +13%
BO
530
BRR OpCo
Ohio
$686K +$108K +4,172 +18%
OPS
531
Orion Portfolio Solutions
Nebraska
$680K +$98.2K +3,796 +17%
CCM
532
Condor Capital Management
New Jersey
$675K -$1.34K -52 -0.2%
AO
533
Advisor OS
Illinois
$673K -$103 -4 -0%
MMA
534
Miracle Mile Advisors
California
$664K +$2.17K +84 +0.3%
ARC
535
Advisor Resource Council
Texas
$664K +$671K +25,944 New
KWS
536
Keystone Wealth Services
California
$662K +$669K +25,860 New
JWM
537
JFG Wealth Management
Colorado
$653K +$660K +25,516 New
EAM
538
Evanson Asset Management
California
$649K -$44.3K -1,712 -6%
EGWAG
539
Elwood & Goetz Wealth Advisory Group
Georgia
$649K -$3.93K -152 -0.6%
SAM
540
Strategic Asset Management
Minnesota
$645K +$173K +6,668 +36%
BIM
541
Baldwin Investment Management
Pennsylvania
$642K +$406K +15,700 +167%
WWM
542
Windsor Wealth Management
Indiana
$636K +$22K +852 +4%
BBA
543
BLB&B Advisors
Pennsylvania
$635K -$53.8K -2,080 -8%
CAG
544
Curtis Advisory Group
California
$633K -$128K -4,936 -17%
WCM
545
Wealthcare Capital Management
Virginia
$629K -$97K -3,748 -13%
CIR
546
Clear Investment Research
Georgia
$627K +$207 +8 +0%
APP
547
Avantax Planning Partners
Iowa
$626K +$109K +4,232 +21%
VHAM
548
Van Hulzen Asset Management
California
$625K – – –
FCH
549
Freestone Capital Holdings
Washington
$624K +$267K +10,324 +73%
MA
550
MBA Advisors
Pennsylvania
$623K +$630K +24,348 New
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