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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
601
Crescent Sterling
Louisiana
$1.01M -$55.3K -1,673 -6%
CAM
602
Carret Asset Management
New York
$1.01M +$9.98K +302 +1%
ZF
603
Zhang Financial
Michigan
$1M +$78K +2,361 +9%
HP
604
Hilltop Partners
Indiana
$999K -$6.61K -200 -0.7%
OC
605
Oarsman Capital
Wisconsin
$992K -$7.17K -217 -0.8%
LFAS
606
Level Four Advisory Services
Texas
$988K +$991 +30 +0.1%
BFA
607
Blueprint Financial Advisors
North Carolina
$986K +$902K +27,294 New
BIP
608
Blueprint Investment Partners
North Carolina
$986K +$902K +27,294 New
G
609
GuidedMoney
Wisconsin
$967K – – –
YIM
610
Yoffe Investment Management
Pennsylvania
$959K – – –
WIM
611
WealthPlan Investment Management
Nebraska
$952K +$14.9K +450 +2%
MWM
612
Moran Wealth Management
Florida
$945K +$113K +3,418 +15%
CHJWM
613
Carlton Hofferkamp & Jenks Wealth Management
Texas
$944K +$1.75K +53 +0.2%
HI
614
Hendershot Investments
Virginia
$938K +$3.24K +98 +0.4%
FF
615
Farnam Financial
Arizona
$936K -$73.6K -2,227 -8%
LWM
616
Luminvest Wealth Management
Arizona
$931K – – –
WMWM
617
Whitaker-Myers Wealth Managers
Ohio
$931K -$3.24K -98 -0.4%
RW
618
Rede Wealth
Virginia
$931K -$711K -21,523 -46%
RA
619
RFG Advisory
Alabama
$929K -$50.2K -1,518 -6%
ACA
620
Aspire Capital Advisors
Washington
$906K -$279K -8,458 -25%
TA
621
Tactive Advisors
Florida
$904K +$41.1K +1,244 +5%
IIA
622
Integral Investment Advisors
California
$900K +$65.6K +1,985 +9%
LF
623
LifePlan Financial
Minnesota
$895K -$29.7K -898 -3%
PI
624
PFG Investments
New York
$892K +$63.5K +1,923 +8%
VAMG
625
Voisard Asset Management Group
Michigan
$890K – – –
23 24
25
26 27