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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFH
626
Eaton Financial Holdings
Florida
$889K +$204K +6,178 +34%
AIM
627
Acropolis Investment Management
Missouri
$887K – – –
RRA
628
Red Reef Advisors
Florida
$884K -$58K -1,755 -7%
WA
629
WP Advisors
California
$882K +$3.21K +97 +0.4%
XT
630
XTX Topco
Cayman Islands
$882K +$806K +24,399 New
PS
631
Principal Securities
Iowa
$881K +$126K +3,809 +19%
FSWA
632
Financial Synergies Wealth Advisors
Texas
$872K +$3.83K +116 +0.5%
AOWM
633
Asset One Wealth Management
Washington
$872K +$105K +3,167 +14%
DTC
634
Davidson Trust Company
Washington
$870K -$49.6K -1,500 -6%
HT
635
Heritage Trust
Oklahoma
$866K +$319K +9,650 +67%
BAM
636
Belpointe Asset Management
Nevada
$862K -$17K -515 -2%
GS
637
GTS Securities
Florida
$861K +$788K +23,833 New
NA
638
Nautilus Advisors
California
$856K – – –
IP
639
Indivisible Partners
Florida
$855K +$9.22K +279 +1%
HIC
640
Holderness Investments Company
North Carolina
$847K -$4.66K -141 -0.6%
SPIA
641
Steward Partners Investment Advisory
New York
$840K +$259K +7,841 +51%
BWM
642
Buska Wealth Management
Wisconsin
$837K -$50.1K -1,515 -6%
HR
643
Howe & Rusling
New York
$831K -$205K -6,192 -21%
GFA
644
Gallagher Fiduciary Advisors
Illinois
$827K +$73.1K +2,213 +11%
CIR
645
Clear Investment Research
Georgia
$823K -$165 -5 -0%
LB
646
Legacy Bridge
Iowa
$819K – – –
LTL
647
Lowery Thomas LLC
California
$816K -$24.9K -753 -3%
SFA
648
Souders Financial Advisors
Ohio
$815K -$35.5K -1,074 -5%
CIC
649
Carnegie Investment Counsel
Ohio
$810K +$17.9K +542 +2%
DIA
650
Dana Investment Advisors
Wisconsin
$806K +$17K +515 +2%
24 25
26
27 28