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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
526
Woodmont Investment Counsel
Tennessee
$916K -$36.7K -1,374 -4%
KNFPWM
527
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K -$32.4K -1,212 -4%
EPM
528
Elm Partners Management
Pennsylvania
$904K +$38.7K +1,446 +5%
SEM
529
Strategic Equity Management
Arizona
$900K -$15.9K -594 -2%
KPWS
530
Kestra Private Wealth Services
Texas
$890K +$245K +9,144 +40%
KWM
531
Kingsview Wealth Management
Oregon
$886K -$617K -23,056 -42%
TCM
532
Twele Capital Management
Minnesota
$881K -$11.3K -423 -1%
SIS
533
Strategic Investment Solutions
Illinois
$878K -$12.8K -478 -1%
FIC
534
Family Investment Center
Missouri
$870K -$32.4K -1,211 -4%
BDFN
535
Bond & Devick Financial Network
Minnesota
$868K – – –
LIWM
536
Long Island Wealth Management
New York
$866K +$187 +7 +0%
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$853K -$12K -449 -1%
EP
538
Essential Partners
California
$852K +$79.9K +2,987 +11%
PSIWM
539
Paradigm Strategies in Wealth Management
Minnesota
$848K -$31.9K -1,194 -4%
CAMG
540
CWA Asset Management Group
Florida
$846K -$3.21K -120 -0.4%
AAS
541
Ameritas Advisory Services
Nebraska
$844K -$189K -7,063 -19%
OC
542
Oarsman Capital
Wisconsin
$844K -$83.1K -3,107 -9%
JWCA
543
J.W. Cole Advisors
Florida
$842K +$113K +4,236 +16%
FWM
544
Finer Wealth Management
Massachusetts
$836K -$141K -5,278 -15%
APSI
545
Asset Planning Services Inc
Louisiana
$825K +$30.9K +1,155 +4%
DE
546
Diversified Enterprises
Delaware
$815K -$93.3K -3,489 -11%
WMWM
547
Whitaker-Myers Wealth Managers
Ohio
$810K -$161K -6,032 -17%
CFO
548
CVA Family Office
Colorado
$806K +$856 +32 +0.1%
FWI
549
Facet Wealth Inc
Maryland
$806K +$83.8K +3,135 +12%
RDWM
550
Red Door Wealth Management
Tennessee
$805K +$137K +5,125 +22%
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