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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
576
Great Diamond Partners
Maine
$432K -$200K -9,294 -31%
FA
577
Forefront Analytics
Pennsylvania
$431K +$28.3K +1,318 +7%
FAG
578
Fortitude Advisory Group
Washington
$429K -$66.9K -3,112 -13%
APG
579
Abacus Planning Group
South Carolina
$427K -$198K -9,228 -31%
SGI
580
Summit Global Investments
Utah
$426K -$602 -28 -0.1%
JC
581
Jentner Corp
Ohio
$426K -$37.6K -1,748 -8%
AA
582
Aire Advisors
California
$420K -$860 -40 -0.2%
WCM
583
Wealthcare Capital Management
Virginia
$415K +$33.1K +1,540 +8%
TIA
584
Tiemann Investment Advisors
California
$411K -$2.15K -100 -0.5%
IAA
585
Independent Advisor Alliance
North Carolina
$405K +$33.2K +1,544 +9%
MAS
586
Madden Advisory Services
Florida
$404K +$43 +2 +0%
LFAS
587
Level Four Advisory Services
Texas
$403K +$32.1K +1,494 +8%
SF
588
Synovus Financial
Georgia
$403K -$3.52K -164 -0.8%
RIM
589
Rockbridge Investment Management
New York
$402K -$1.63K -76 -0.4%
VVP
590
Venture Visionary Partners
Ohio
$400K -$5.33K -248 -1%
WWM
591
Western Wealth Management
Colorado
$398K -$23.1K -1,074 -5%
HI
592
Hendershot Investments
Virginia
$398K -$7.82K -364 -2%
PA
593
Procyon Advisors
Connecticut
$397K +$5.63K +262 +1%
LJAC
594
L.J. Altfest & Co
New York
$396K +$4.08K +190 +1%
PHIC
595
Pine Haven Investment Counsel
Massachusetts
$396K – – –
CWM
596
Cabot Wealth Management
Massachusetts
$395K -$122K -5,674 -23%
MA
597
Modus Advisors
Minnesota
$395K – – –
BL
598
BCWM LLC
Kansas
$392K +$6.88K +320 +2%
WW
599
Waterfront Wealth
Kansas
$391K -$387 -18 -0.1%
TP
600
Tranquility Partners
Tennessee
$391K – – –
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