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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
Townsend Asset Management
North Carolina
$395K -$11.7K -560 -3%
BFA
552
Beacon Financial Advisory
Ohio
$391K -$4.77K -228 -1%
LPT
553
Legacy Private Trust
Wisconsin
$391K +$432K +20,678 New
VCP
554
Vista Capital Partners
Oregon
$390K -$28.3K -1,354 -6%
LB
555
Legacy Bridge
Iowa
$390K – – –
BFEC
556
Benjamin F. Edwards & Company
Missouri
$390K +$669 +32 +0.2%
FWI
557
Facet Wealth Inc
Maryland
$390K +$7.7K +368 +2%
WW
558
Waterfront Wealth
Kansas
$389K -$6.94K -332 -2%
PHIC
559
Pine Haven Investment Counsel
Massachusetts
$389K +$125 +6 +0%
GBWM
560
Granite Bay Wealth Management
New Hampshire
$387K +$200K +9,580 +88%
CIAS
561
Capital Investment Advisory Services
North Carolina
$381K -$4.14K -198 -1%
HTC
562
Haverford Trust Company
Pennsylvania
$381K – – –
LIA
563
LBMC Investment Advisors
Tennessee
$379K -$69.8K -3,338 -14%
TIA
564
Tiemann Investment Advisors
California
$373K -$8.37K -400 -2%
MA
565
Modus Advisors
Minnesota
$369K +$146K +6,986 +56%
VT
566
Vise Technologies
New York
$366K -$167K -8,000 -29%
SF
567
Synovus Financial
Georgia
$366K +$4.85K +232 +1%
VVP
568
Venture Visionary Partners
Ohio
$364K +$1.05K +50 +0.3%
RIM
569
Rockbridge Investment Management
New York
$363K -$9.66K -462 -2%
MAS
570
Madden Advisory Services
Florida
$362K +$11.9K +568 +3%
MHB
571
Midwest Heritage Bank
Iowa
$361K -$109K -5,216 -21%
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$357K +$14.7K +702 +4%
BL
573
BCWM LLC
Kansas
$351K +$28.5K +1,364 +8%
HI
574
Hendershot Investments
Virginia
$347K -$1.51K -72 -0.4%
ACP
575
Aveo Capital Partners
Colorado
$347K +$93.5K +4,470 +32%
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