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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
601
Pacific Sun Financial
California
$599K -$27.7K -1,170 -5%
NCM
602
Northwest Capital Management
Oregon
$597K -$607K -25,669 -52%
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$593K +$104K +4,400 +23%
WCM
604
Weaver Capital Management
Georgia
$589K – – –
P
605
&Partners
Tennessee
$581K -$110K -4,671 -17%
CPL
606
CAP Partners LLC
Tennessee
$581K -$70K -2,961 -11%
LB
607
Legacy Bridge
Iowa
$581K – – –
GIM
608
Glenmede Investment Management
Pennsylvania
$578K +$540K +22,854 New
CIR
609
Clear Investment Research
Georgia
$577K -$10.6K -449 -2%
KPWS
610
Kestra Private Wealth Services
Texas
$576K +$63.9K +2,701 +13%
DAS
611
Diversify Advisory Services
Utah
$569K +$36.2K +1,532 +8%
FA
612
Fiduciary Alliance
South Carolina
$568K +$121K +5,129 +30%
SFG
613
SNS Financial Group
Minnesota
$563K +$2.55K +108 +0.5%
AL
614
ACAS LLC
California
$556K -$5.75K -243 -1%
ACM
615
Armbruster Capital Management
New York
$555K – – –
ZF
616
Zhang Financial
Michigan
$552K -$37.6K -1,592 -7%
CFD
617
Creative Financial Designs
Indiana
$549K +$30.2K +1,279 +6%
LGWM
618
Litman Gregory Wealth Management
California
$547K -$333K -14,069 -39%
BIA
619
Bigelow Investment Advisors
Maine
$544K -$118 -5 -0%
AWA
620
Acorn Wealth Advisors
Michigan
$544K +$520 +22 +0.1%
SFG
621
Sovereign Financial Group
Connecticut
$535K +$89.5K +3,785 +22%
EI
622
Ellevest Inc
New York
$534K +$85.8K +3,628 +21%
CMAI
623
Capital Management Associates Inc
Minnesota
$534K -$496K -20,970 -50%
SWM
624
Stockman Wealth Management
Montana
$533K -$3.55K -150 -0.7%
EWM
625
Evermay Wealth Management
Virginia
$532K -$133K -5,646 -21%
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25
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