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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
601
McIlrath & Eck
Washington
$7K +$958 +64 +19%
SIM
602
Sonora Investment Management
Arizona
$7K +$4.37K +292 +270%
LWM
603
Liberty Wealth Management
California
$7K +$6.35K +424 New
HCM
604
Horrell Capital Management
Arkansas
$6K – – –
PA
605
Procyon Advisors
Connecticut
$5K -$3.29K -220 -42%
1IA
606
1834 Investment Advisors
Wisconsin
$5K – – –
BAM
607
Bellevue Asset Management
Washington
$5K – – –
ZB
608
Zions Bancorporation
Utah
$5K – – –
SFC
609
SYM Financial Corp
Indiana
$5K +$4.61K +308 New
CAL
610
Capital Advisors Ltd
Ohio
$4K – – –
BFIM
611
Beese Fulmer Investment Management
Ohio
$4K +$3.59K +240 New
JCM
612
Jacobi Capital Management
Pennsylvania
$4K +$3.89K +260 New
FP
613
Financial Perspectives
Minnesota
$3.2K – – –
PMFA
614
Plante Moran Financial Advisors
Michigan
$3K -$11.4K -764 -81%
AC
615
AlphaCore Capital
California
$3K -$1.08K -72 -31%
FHA
616
Flagship Harbor Advisors
Massachusetts
$3K – – –
ACA
617
Atlas Capital Advisors
Wyoming
$2.61K +$2.4K +160 New
DAM
618
Delta Asset Management
Tennessee
$2K -$105K -7,004 -98%
CFFP
619
Center for Financial Planning
Michigan
$2K -$1.26K -84 -42%
CCMW
620
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
FMP
622
Financial Management Professionals
Texas
$2K +$839 +56 +58%
BCMIO
623
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
CIM
624
Contravisory Investment Management
Massachusetts
$1K – – –
CI
625
CX Institutional
Indiana
$1K – – –
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25
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