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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
601
Sage Rhino Capital
California
$411K +$11K +530 +3%
GVAG
602
Great Valley Advisor Group
Delaware
$404K +$4.17K +200 +1%
KPWS
603
Kestra Private Wealth Services
Texas
$403K +$158K +7,604 +70%
TP
604
Tranquility Partners
Tennessee
$403K -$4.75K -228 -1%
APG
605
Abacus Planning Group
South Carolina
$401K -$42.9K -2,056 -10%
GWANC
606
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$15.6K +748 +4%
PD
607
Planning Directions
Pennsylvania
$397K +$959 +46 +0.3%
EK
608
Evensky & Katz
Florida
$397K +$1.29K +62 +0.3%
SMA
609
Seven Mile Advisory
New Jersey
$394K +$375K +18,000 New
RDIA
610
RE Dickinson Investment Advisors
Iowa
$393K -$8.8K -422 -2%
JWM
611
Jeppson Wealth Management
California
$392K +$24.9K +1,196 +7%
RPA
612
Rock Point Advisors
Vermont
$389K -$2.08K -100 -0.6%
WSTAM
613
Wilbanks Smith & Thomas Asset Management
Virginia
$387K +$17.7K +850 +5%
FAG
614
Fortitude Advisory Group
Washington
$387K -$58.1K -2,788 -14%
PHIC
615
Pine Haven Investment Counsel
Massachusetts
$386K -$25.7K -1,232 -7%
EAM
616
Evanson Asset Management
California
$384K -$502K -24,104 -58%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$384K -$6.75K -324 -2%
GWM
618
Geneos Wealth Management
Colorado
$383K +$28.7K +1,376 +34%
JCM
619
Jacobsen Capital Management
Utah
$383K -$3.64M -174,724 -91%
CWM
620
Cabot Wealth Management
Massachusetts
$382K -$29.8K -1,428 -8%
TWA
621
Trellis Wealth Advisors
California
$381K – – –
SPA
622
Sentinel Pension Advisors
Massachusetts
$381K +$17K +814 +5%
SFG
623
Sovereign Financial Group
Connecticut
$380K -$3.71K -178 -1%
SWM
624
Stockman Wealth Management
Montana
$378K -$9.59K -460 -3%
HT
625
Heritage Trust
Oklahoma
$377K +$358K +17,200 New
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25
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