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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
551
Gladstone Institutional Advisory
Florida
$490K -$516K -24,010 -51%
ES
552
ETF Store
Kansas
$488K -$11.8K -548 -2%
WWM
553
WT Wealth Management
Arizona
$484K – – –
TF
554
TIAA FSB
Florida
$482K +$71.9K +3,346 +17%
LFA
555
Landmark Financial Advisors
Kentucky
$481K -$26.7K -1,244 -5%
WIA
556
World Investment Advisors
California
$478K +$4.47K +208 +0.9%
CA
557
Capital Advantage
California
$471K -$30.9K -1,436 -6%
OFG
558
OmniStar Financial Group
North Carolina
$470K +$481K +22,372 New
BW
559
BIP Wealth
Georgia
$467K +$479K +22,272 New
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$463K +$415K +19,292 +693%
ACM
561
Armbruster Capital Management
New York
$462K -$645 -30 -0.1%
CI
562
Cordant Inc
Oregon
$459K -$31.2K -1,450 -6%
BIA
563
Bigelow Investment Advisors
Maine
$459K -$5.59K -260 -1%
MWM
564
Madison Wealth Management
Ohio
$458K -$32K -1,490 -6%
WF
565
Wayfinding Financial
Washington
$455K +$326K +15,168 +231%
MWP
566
Meridian Wealth Partners
Pennsylvania
$451K +$20.8K +966 +5%
FHB
567
First Hawaiian Bank
Hawaii
$441K – – –
LIA
568
LBMC Investment Advisors
Tennessee
$440K – – –
TAM
569
Townsend Asset Management
North Carolina
$439K +$817 +38 +0.2%
CCM
570
Condor Capital Management
New Jersey
$437K -$28K -1,304 -6%
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$437K – – –
HR
572
Howe & Rusling
New York
$436K +$393K +18,288 +730%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$434K +$473 +22 +0.1%
LB
574
Legacy Bridge
Iowa
$433K – – –
WOC
575
West Oak Capital
California
$432K +$27.6K +1,282 +7%
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