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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Parsons Capital Management
Rhode Island
$1.23M +$14K +424 +1%
EFM
552
Eley Financial Management
Vermont
$1.23M -$32.2K -973 -3%
SI
553
Seeds Investor
New York
$1.23M +$854K +25,849 +316%
RWA
554
Roberts Wealth Advisors
California
$1.22M -$100K -3,029 -8%
AIA
555
Armor Investment Advisors
North Carolina
$1.22M -$14.6K -443 -1%
DC
556
Davenport & Co
Virginia
$1.22M -$137K -4,150 -11%
FWP
557
FAS Wealth Partners
Kansas
$1.22M +$70.1K +2,122 +7%
KNFPWM
558
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.2M +$5.58K +169 +0.5%
CC
559
Climber Capital
Switzerland
$1.2M +$16.3K +494 +1%
EWA
560
EverSource Wealth Advisors
Alabama
$1.19M -$262K -7,929 -19%
WIC
561
Woodmont Investment Counsel
Tennessee
$1.17M -$4.03K -122 -0.4%
CPA
562
Clear Point Advisors
New York
$1.17M +$7.6K +230 +0.7%
DAM
563
Directional Asset Management
Illinois
$1.17M -$27.4K -829 -2%
HIP
564
HUB Investment Partners
Texas
$1.17M +$375K +11,362 +54%
RFP
565
Root Financial Partners
California
$1.14M +$83.2K +2,518 +9%
BCM
566
Brookstone Capital Management
Illinois
$1.13M -$537K -16,241 -34%
PWP
567
Parkwoods Wealth Partners
New York
$1.13M +$1.03M +31,194 New
SIS
568
Strategic Investment Solutions
Illinois
$1.13M +$10.5K +318 +1%
BDFN
569
Bond & Devick Financial Network
Minnesota
$1.12M – – –
HCM
570
Hengehold Capital Management
Ohio
$1.12M +$4.23K +128 +0.4%
CWA
571
Carolina Wealth Advisors
South Carolina
$1.11M -$76K -2,301 -7%
PAM
572
Pegasus Asset Management
New York
$1.11M +$65.3K +1,977 +7%
CAMG
573
CWA Asset Management Group
Florida
$1.11M – – –
LIWM
574
Long Island Wealth Management
New York
$1.11M +$165 +5 +0%
IWM
575
IHT Wealth Management
Illinois
$1.1M -$407K -12,328 -29%
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