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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
576
H&H Retirement Design & Management
Nevada
$372K – – –
WW
577
Waterfront Wealth
Kansas
$372K +$6.2K +290 +2%
ES
578
ETF Store
Kansas
$369K +$4.36K +204 +1%
BRC
579
Bell Rock Capital
Delaware
$368K +$404K +18,888 New
CAM
580
Carret Asset Management
New York
$367K – – –
CW
581
CreativeOne Wealth
Kansas
$364K +$400K +18,690 New
MAS
582
Madden Advisory Services
Florida
$363K +$62.4K +2,920 +19%
FWI
583
Facet Wealth Inc
Maryland
$363K +$94.1K +4,404 +31%
HI
584
Hendershot Investments
Virginia
$359K +$20.5K +958 +5%
VAS
585
Valicenti Advisory Services
New York
$356K -$7.53K -352 -2%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$356K +$342 +16 +0.1%
FC
587
Forte Capital
New York
$356K +$167K +7,808 +75%
BTWM
588
Baker Tilly Wealth Management
Wisconsin
$355K -$632K -29,548 -62%
SRC
589
Sage Rhino Capital
California
$355K – – –
APW
590
Aurora Private Wealth
New Jersey
$351K -$43.6K -2,040 -10%
PAS
591
Park Avenue Securities
New York
$351K +$61.4K +2,872 +19%
CCM
592
Crew Capital Management
Ohio
$350K – – –
PD
593
Planning Directions
Pennsylvania
$349K -$45.7K -2,140 -11%
SWM
594
Stockman Wealth Management
Montana
$342K +$24.8K +1,160 +7%
SWM
595
Spire Wealth Management
Virginia
$338K -$1.69M -79,262 -82%
JWCA
596
J.W. Cole Advisors
Florida
$337K +$26.9K +1,258 +8%
BL
597
BCWM LLC
Kansas
$336K +$24.4K +1,142 +7%
F
598
F3Logic
Minnesota
$336K +$39.1K +1,828 +12%
ACA
599
Aptus Capital Advisors
Alabama
$336K +$41.5K +1,942 +13%
GWANC
600
Guardian Wealth Advisors (North Carolina)
North Carolina
$335K +$151K +7,058 +70%
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