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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
551
Meritage Portfolio Management
Kansas
$622K -$182K -7,044 -22%
BAAM
552
Baker Avenue Asset Management
California
$617K +$624K +24,100 New
BIA
553
Bigelow Investment Advisors
Maine
$615K -$11.7K -452 -2%
NFG
554
Next Financial Group
Texas
$613K +$15.1K +584 +2%
PD
555
Planning Directions
Pennsylvania
$609K +$8.07K +312 +1%
EWM
556
Evermay Wealth Management
Virginia
$600K – – –
VAS
557
Valicenti Advisory Services
New York
$593K -$75K -2,900 -11%
ACM
558
Armbruster Capital Management
New York
$591K +$25.9K +1,000 +5%
ACMA
559
Arbor Capital Management (Alaska)
Alaska
$574K +$581K +22,440 New
CIAS
560
Capital Investment Advisory Services
North Carolina
$569K -$16.7K -644 -3%
AFS
561
Annapolis Financial Services
Maryland
$566K -$10.3K -400 -2%
WSTAM
562
Wilbanks Smith & Thomas Asset Management
Virginia
$562K -$12.1K -468 -2%
APW
563
Aurora Private Wealth
New Jersey
$559K -$42.6K -1,648 -7%
SBIA
564
Sheaff Brock Investment Advisors
Indiana
$559K +$15.5K +600 +3%
WP
565
WealthSource Partners
California
$557K -$10.6K -408 -2%
TAM
566
Townsend Asset Management
North Carolina
$554K +$310 +12 +0.1%
DP
567
DDD Partners
Washington
$552K +$17.7K +684 +3%
PHIC
568
Pine Haven Investment Counsel
Massachusetts
$547K +$552K +21,352 New
SWM
569
Stockman Wealth Management
Montana
$538K +$25.9K +1,000 +5%
HTC
570
Haverford Trust Company
Pennsylvania
$538K +$53.8K +2,080 +11%
MWM
571
Madison Wealth Management
Ohio
$536K +$621 +24 +0.1%
FC
572
Forte Capital
New York
$534K -$29K -1,120 -5%
FAG
573
Fortitude Advisory Group
Washington
$530K +$535K +20,684 New
LB
574
Legacy Bridge
Iowa
$529K – – –
TIA
575
Tiemann Investment Advisors
California
$525K – – –
21 22
23
24 25