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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
626
SOL Capital Management
Maryland
$270K +$7.16K +280 +3%
AA
627
Apriem Advisors
California
$269K -$17.4K -680 -6%
CFA
628
Capstone Financial Advisors
Illinois
$265K +$9.1K +356 +4%
BBW
629
Blue Barn Wealth
Utah
$263K +$259K +10,112 New
GB
630
Goepper Burkhardt
South Carolina
$259K -$165K -6,452 -39%
EWA
631
Exencial Wealth Advisors
Oklahoma
$258K +$8.39K +328 +3%
MF
632
Manchester Financial
California
$257K -$15.5K -608 -6%
BIM
633
Baldwin Investment Management
Pennsylvania
$256K +$205 +8 +0.1%
PWM
634
Praetorian Wealth Management
California
$256K +$252K +9,840 New
PFPT
635
Pinnacle Financial Partners (Tennessee)
Tennessee
$254K +$1.02K +40 +0.4%
PWA
636
Pinnacle Wealth Advisors
Tennessee
$254K +$250K +9,760 New
HR
637
Howe & Rusling
New York
$252K +$76.5K +2,992 +45%
HCM
638
Hengehold Capital Management
Ohio
$251K -$205 -8 -0.1%
S
639
SignatureFD
Georgia
$250K +$137K +5,364 +127%
SCM
640
Stordahl Capital Management
Colorado
$249K – – –
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$248K +$244K +9,532 New
HFA
642
Hoover Financial Advisors
Pennsylvania
$244K -$10.6K -416 -4%
PP
643
Patten & Patten
Tennessee
$244K – – –
PG
644
Patten Group
Tennessee
$244K +$239K +9,364 New
PWM
645
PRW Wealth Management
Massachusetts
$244K +$239K +9,364 New
MA
646
MONECO Advisors
Connecticut
$243K -$29.9K -1,168 -11%
BFM
647
Broadview Financial Management
Wisconsin
$241K -$14.9K -584 -6%
RIS
648
Retirement Income Solutions
Michigan
$240K – – –
EVC
649
Eidelman Virant Capital
Missouri
$238K -$10.2K -400 -4%
KIA
650
KCM Investment Advisors
California
$236K +$232K +9,064 New
24 25
26
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