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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Secure Asset Management
Michigan
$454K +$44.5K +1,720 +11%
ES
602
ETF Store
Kansas
$451K +$488K +18,852 New
CCM
603
Carlson Capital Management
Minnesota
$450K -$15.9K -616 -3%
BFPW
604
BOK Financial Private Wealth
Colorado
$450K -$3.62K -140 -0.8%
RPGK
605
Retirement Planning Group (Kansas)
Kansas
$445K +$142K +5,500 +46%
RPA
606
Rock Point Advisors
Vermont
$443K -$12.9K -500 -3%
VCP
607
Vista Capital Partners
Oregon
$442K -$14K -540 -3%
CAM
608
Carret Asset Management
New York
$442K +$36.2K +1,400 +9%
LJAC
609
L.J. Altfest & Co
New York
$440K +$20.9K +808 +5%
CCG
610
Capital CS Group
California
$438K +$443K +17,104 New
PIM
611
Penobscot Investment Management
Massachusetts
$435K – – –
JFG
612
JMG Financial Group
Illinois
$426K +$68.9K +2,664 +19%
MCM
613
Maryland Capital Management
Maryland
$423K +$427K +16,520 New
CA
614
Calton & Associates
Florida
$422K – – –
AA
615
Alesco Advisors
New York
$420K -$56.4K -2,180 -12%
LIA
616
LBMC Investment Advisors
Tennessee
$414K -$1.14M -44,164 -73%
MA
617
MJP Associates
Connecticut
$414K – – –
CFG
618
Cooper Financial Group
California
$412K -$8.87M -342,952 -96%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$411K -$11.1K -428 -3%
WCM
620
Weik Capital Management
Pennsylvania
$410K – – –
HCM
621
Hengehold Capital Management
Ohio
$409K +$159K +6,136 +62%
BL
622
BCWM LLC
Kansas
$404K +$22.6K +872 +6%
JWCA
623
J.W. Cole Advisors
Florida
$404K +$409K +15,796 New
PFBT
624
Parkside Financial Bank & Trust
Missouri
$403K -$4.86K -188 -1%
PG
625
Proffitt & Goodson
Tennessee
$396K – – –
23 24
25
26 27