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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
626
Zions Bancorporation, National Association
Utah
$698K +$719K +24,000 New
TA
627
Tactive Advisors
Florida
$691K +$49.7K +1,659 +8%
SFA
628
Souders Financial Advisors
Ohio
$687K -$224K -7,476 -24%
CWRP
629
Cassady Wealth & Retirement Planning
Nevada
$687K -$28K -935 -4%
HIC
630
Holderness Investments Company
North Carolina
$686K +$2.04K +68 +0.3%
IP
631
Indivisible Partners
Florida
$680K +$16.7K +557 +2%
LTL
632
Lowery Thomas LLC
California
$679K +$54.9K +1,830 +9%
IIA
633
Integral Investment Advisors
California
$667K +$5.72K +191 +0.8%
CIR
634
Clear Investment Research
Georgia
$663K – – –
PI
635
PFG Investments
New York
$662K +$57.6K +1,922 +9%
MWM
636
Moran Wealth Management
Florida
$662K +$53.5K +1,784 +9%
LB
637
Legacy Bridge
Iowa
$659K – – –
PA
638
Procyon Advisors
Connecticut
$655K -$25.2K -842 -4%
BWM
639
BNC Wealth Management
Oregon
$652K -$715K -23,867 -52%
GAA
640
Global Assets Advisory
Florida
$647K +$659K +21,982 New
LJAC
641
L.J. Altfest & Co
New York
$643K -$41.8K -1,396 -6%
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$643K +$396K +13,197 +148%
CIA
643
Capital Investment Advisors
Georgia
$641K +$70.9K +2,366 +12%
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$640K – – –
ACM
645
Armbruster Capital Management
New York
$636K -$1.5K -50 -0.2%
CIC
646
Carnegie Investment Counsel
Ohio
$636K -$45K -1,501 -6%
DIA
647
Dana Investment Advisors
Wisconsin
$633K +$1.02K +34 +0.2%
EW
648
Evoke Wealth
California
$631K – – –
SFG
649
Sovereign Financial Group
Connecticut
$630K +$32.2K +1,075 +5%
MA
650
Mutual Advisors
Nebraska
$624K -$42.8K -1,427 -6%
24 25
26
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