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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
$490K – – –
LFA
552
Landmark Financial Advisors
Kentucky
$490K -$12.1K -588 -2%
RWIA
553
Roger Wittlin Investment Advisory
California
$487K +$451K +22,022 +1,092%
CIC
554
Carnegie Investment Counsel
Ohio
$483K -$1.07K -52 -0.2%
FAG
555
Fortitude Advisory Group
Washington
$477K +$9.1K +444 +2%
MWM
556
Madison Wealth Management
Ohio
$473K +$25.6K +1,250 +6%
CI
557
Cordant Inc
Oregon
$472K -$46.4K -2,266 -9%
SWM
558
Selective Wealth Management
Virginia
$472K -$10.6K -518 -2%
CWA
559
Cornerstone Wealth Advisors
Minnesota
$471K +$15.1K +736 +3%
WWM
560
WT Wealth Management
Arizona
$467K +$473K +23,070 New
TWP
561
Tempus Wealth Planning
California
$464K +$470K +22,914 New
LPT
562
Legacy Private Trust
Wisconsin
$458K +$39.4K +1,922 +9%
WIA
563
World Investment Advisors
California
$457K -$68.7K -3,350 -13%
PCM
564
Parsons Capital Management
Rhode Island
$456K -$9.63K -470 -2%
CCM
565
Condor Capital Management
New Jersey
$449K -$67.2K -3,280 -13%
BIA
566
Bigelow Investment Advisors
Maine
$448K -$99.1K -4,838 -18%
KFS
567
Kaizen Financial Strategies
California
$448K -$54.4K -2,656 -11%
ACM
568
Armbruster Capital Management
New York
$447K – – –
JC
569
Jentner Corp
Ohio
$447K -$43.9K -2,140 -9%
DBRC
570
D.B. Root & Company
Pennsylvania
$440K -$67.6K -3,300 -13%
JPG
571
Jordan Park Group
California
$440K -$919K -44,864 -67%
FHB
572
First Hawaiian Bank
Hawaii
$426K -$168K -8,176 -28%
LIA
573
LBMC Investment Advisors
Tennessee
$425K +$19.6K +958 +5%
TAM
574
Townsend Asset Management
North Carolina
$423K +$82 +4 +0%
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$422K +$39.6K +1,930 +10%
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