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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
601
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K +$1.19K +54 +0.3%
PD
602
Planning Directions
Pennsylvania
$376K +$1.14K +52 +0.3%
GVAG
603
Great Valley Advisor Group
Delaware
$375K -$7.11K -324 -2%
SMA
604
Seven Mile Advisory
New Jersey
$373K – – –
JWM
605
Jeppson Wealth Management
California
$370K -$1.14K -52 -0.3%
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$4.21K +192 +1%
EK
607
Evensky & Katz
Florida
$370K -$5.49K -250 -1%
RPA
608
Rock Point Advisors
Vermont
$367K -$1.1K -50 -0.3%
EAM
609
Evanson Asset Management
California
$366K +$3.2K +146 +0.8%
CWM
610
Cabot Wealth Management
Massachusetts
$364K +$2.85K +130 +0.7%
TA
611
Trellis Advisors
Washington
$364K +$17.1K +778 +5%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$363K +$307 +14 +0.1%
RIM
613
Rockbridge Investment Management
New York
$363K -$36K -1,640 -9%
HIC
614
Holderness Investments Company
North Carolina
$361K +$41.8K +1,904 +12%
TWA
615
Trellis Wealth Advisors
California
$361K – – –
JCM
616
Jacobsen Capital Management
Utah
$361K -$1.14K -52 -0.3%
PHIC
617
Pine Haven Investment Counsel
Massachusetts
$359K -$6.58K -300 -2%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$359K -$146K -6,676 -28%
WF
619
Warner Financial
Maryland
$358K +$41.3K +1,880 +12%
HT
620
Heritage Trust
Oklahoma
$356K – – –
CAM
621
Carret Asset Management
New York
$353K +$19.7K +900 +6%
HTC
622
Haverford Trust Company
Pennsylvania
$352K – – –
MA
623
Modus Advisors
Minnesota
$350K +$263 +12 +0.1%
PA
624
Planning Alternatives
Michigan
$349K +$7.68K +350 +2%
WW
625
Waterfront Wealth
Kansas
$348K -$9.17K -418 -2%
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