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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Baldwin Wealth Partners
Massachusetts
$11K – – –
MSFP
552
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
AIA
553
Alera Investment Advisors
Illinois
$10K +$9.92K +580 New
GI
554
GS Investments
Minnesota
$9.93K -$21.2K -1,240 -69%
OAJ
555
Ogorek Anthony Joseph
New York
$8K – – –
SF
556
Synovus Financial
Georgia
$8K – – –
AIC
557
Ameritas Investment Company
Nebraska
$8K +$8.28K +484 New
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$7K -$43.6K -2,548 -86%
CG
559
Cutler Group
California
$6K – – –
HCM
560
Horrell Capital Management
Arkansas
$6K – – –
ME
561
McIlrath & Eck
Washington
$6K – – –
DWA
562
Dougherty Wealth Advisers
Minnesota
$5K – – –
MWC
563
MKD Wealth Coaches
Michigan
$5K – – –
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$4K +$4.11K +240 New
CFA
565
Camarda Financial Advisors
Florida
$3K +$2.67K +156 New
IP
566
Intellectus Partners
California
$3K +$3.22K +188 New
WT
567
Whittier Trust
California
$2K -$31.6K -1,848 -94%
FMP
568
Financial Management Professionals
Texas
$2K – – –
SIM
569
Sonora Investment Management
Arizona
$2K – – –
AWMF
570
Arbor Wealth Management (Florida)
Florida
$2K +$1.57K +92 New
TA
571
TCG Advisors
Texas
$2K +$2.19K +128 New
PGWM
572
Parisi Gray Wealth Management
New Jersey
$2K +$2.26K +132 New
BCMIO
573
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
LDFR
574
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
TFGT
575
TS Financial Group (TSFG)
Illinois
$1K +$548 +32 New
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