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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$543K – – –
VFA
527
Valeo Financial Advisors
Indiana
$542K +$18.6K +866 +3%
HWM
528
Heirloom Wealth Management
Colorado
$539K -$1.32M -61,504 -71%
FANJ
529
Financial Architects (New Jersey)
New Jersey
$538K -$2.75K -128 -0.5%
WCFA
530
Walkner Condon Financial Advisors
Wisconsin
$527K +$3.65K +170 +0.7%
CIC
531
Carnegie Investment Counsel
Ohio
$525K +$26.3K +1,224 +5%
CIR
532
Clear Investment Research
Georgia
$519K +$5.76K +268 +1%
CCG
533
Chatham Capital Group
Georgia
$517K – – –
NL
534
NWAM LLC
Washington
$516K -$43.2K -2,012 -8%
WP
535
Westmount Partners
California
$516K – – –
RA
536
Ruggaard & Associates
Ohio
$514K +$527K +24,524 New
JWBC
537
John W. Brooker & Co
California
$514K +$5.07K +236 +1%
AC
538
AlphaCore Capital
California
$513K +$471K +21,904 +858%
AIM
539
Acropolis Investment Management
Missouri
$512K -$9.46K -440 -2%
CG
540
Caprock Group
Idaho
$511K +$258 +12 +0%
MPM
541
Meritage Portfolio Management
Kansas
$510K +$2.97K +138 +0.6%
AWE
542
Avidian Wealth Enterprises
Texas
$508K -$129 -6 -0%
FWI
543
Facet Wealth Inc
Maryland
$505K -$14.4K -668 -3%
APP
544
Avantax Planning Partners
Iowa
$505K -$4.08K -190 -0.8%
MLA
545
My Legacy Advisors
Oregon
$503K -$83.1K -3,868 -14%
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$502K -$8.98K -418 -2%
KFA
547
Kelleher Financial Advisors
New York
$500K +$179K +8,320 +54%
PCM
548
Parsons Capital Management
Rhode Island
$496K +$24.7K +1,150 +5%
MA
549
MONECO Advisors
Connecticut
$492K +$505K +23,478 New
CWA
550
Cornerstone Wealth Advisors
Minnesota
$491K +$2.79K +130 +0.6%
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