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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
626
Evanson Asset Management
California
$511K +$62.9K +2,532 +15%
RDIA
627
RE Dickinson Investment Advisors
Iowa
$509K +$137K +5,502 +39%
CCA
628
Clarity Capital Advisors
Florida
$509K +$3.33K +134 +0.7%
MWP
629
Meridian Wealth Partners
Pennsylvania
$506K -$23.8K -958 -5%
WC
630
Waterloo Capital
Texas
$505K -$99.5K -4,008 -17%
CA
631
CWC Advisors
Oregon
$504K +$486K +19,580 New
TIA
632
Tiemann Investment Advisors
California
$503K – – –
BFA
633
Bluestem Financial Advisors
Illinois
$503K +$50 +2 +0%
FC
634
FCA Corp
Texas
$503K -$253K -10,200 -34%
BA
635
Bridgewater Advisors
New York
$502K +$963K +38,790 New
WCF
636
West Coast Financial
California
$502K +$129K +5,188 +36%
IWN
637
Independent Wealth Network
Iowa
$496K +$479K +19,280 New
APG
638
Abacus Planning Group
South Carolina
$494K -$1.44K -58 -0.3%
RPA
639
Rock Point Advisors
Vermont
$494K +$3.72K +150 +0.8%
SWM
640
Stockman Wealth Management
Montana
$490K +$10.7K +430 +2%
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$489K -$268K -10,810 -36%
RDWM
642
Red Door Wealth Management
Tennessee
$488K +$5.91K +238 +1%
SOS
643
Silver Oak Securities
Tennessee
$484K +$289K +11,626 +162%
LIA
644
Lynx Investment Advisory
District of Columbia
$480K +$30.7K +1,236 +7%
CAG
645
Curtis Advisory Group
California
$480K +$11.7K +470 +3%
KOC
646
Koss-Olinger Consulting
Florida
$479K -$3.72K -150 -0.8%
KPWS
647
Kestra Private Wealth Services
Texas
$476K +$30.3K +1,220 +7%
TW
648
TritonPoint Wealth
Maryland
$475K +$149 +6 +0%
PFT
649
Providence First Trust
Arizona
$471K -$2.29M -92,394 -83%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$471K +$14.1K +568 +3%
24 25
26
27 28