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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Weaver Capital Management
Georgia
$550K +$491K +23,276 New
BFA
602
Beaumont Financial Advisors
Massachusetts
$547K -$116K -5,508 -19%
WCFA
603
Walkner Condon Financial Advisors
Wisconsin
$544K +$24.4K +1,156 +5%
BA
604
Bridgewater Advisors
New York
$541K -$82.5K -3,912 -15%
BIA
605
Bigelow Investment Advisors
Maine
$541K +$1.26K +60 +0.3%
LIWM
606
Long Island Wealth Management
New York
$538K +$480K +22,772 New
FWI
607
Facet Wealth Inc
Maryland
$536K +$58.3K +2,766 +13%
CWA
608
Cornerstone Wealth Advisors
Minnesota
$536K +$4.89K +232 +1%
VFA
609
Valeo Financial Advisors
Indiana
$536K -$759 -36 -0.2%
ES
610
ETF Store
Kansas
$534K -$48.8K -2,314 -9%
CA
611
Capital Advantage
California
$532K +$37.5K +1,780 +9%
HI
612
Hendershot Investments
Virginia
$525K +$23.8K +1,128 +5%
MWP
613
Meridian Wealth Partners
Pennsylvania
$523K +$24.7K +1,172 +6%
ACM
614
Armbruster Capital Management
New York
$521K – – –
GDP
615
Great Diamond Partners
Maine
$507K +$4.47K +212 +1%
AWM
616
Aspire Wealth Management
Massachusetts
$507K +$2.4K +114 +0.5%
BCM
617
Brookstone Capital Management
Illinois
$505K +$451K +21,384 New
SPA
618
Sentinel Pension Advisors
Massachusetts
$505K +$39.6K +1,880 +10%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$502K +$843 +40 +0.2%
ARC
620
Advisor Resource Council
Texas
$502K +$448K +21,242 New
FHB
621
First Hawaiian Bank
Hawaii
$496K – – –
LJAC
622
L.J. Altfest & Co
New York
$492K +$25.7K +1,220 +6%
SB
623
Strategic Blueprint
Georgia
$492K -$172K -8,166 -28%
FA
624
Forefront Analytics
Pennsylvania
$491K +$2.32K +110 +0.5%
SF
625
Summit Financial
New Jersey
$486K -$1.18K -56 -0.3%
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