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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
651
Premier Asset Management
Illinois
$352K – – –
SPA
652
Sentinel Pension Advisors
Massachusetts
$350K -$30.1K -1,164 -8%
G
653
Gainplan
Michigan
$348K -$14.9K -576 -4%
BFC
654
Bedel Financial Consulting
Indiana
$348K -$828 -32 -0.2%
CWS
655
Cypress Wealth Services
California
$347K -$16.7K -644 -5%
BWM
656
BNC Wealth Management
Oregon
$347K +$351K +13,552 New
BFA
657
Beacon Financial Advisory
Ohio
$346K +$9.63K +372 +3%
KFA
658
Kelleher Financial Advisors
New York
$344K – – –
TWM
659
Triton Wealth Management
Arizona
$336K -$18.1K -700 -5%
PCM
660
Pennsylvania Capital Management
Pennsylvania
$336K – – –
GWMI
661
Guardian Wealth Management (Illinois)
Illinois
$336K +$339K +13,112 New
NCM
662
Novare Capital Management
North Carolina
$334K +$58.9K +2,276 +21%
RF
663
RHS Financial
California
$333K +$22.1K +856 +7%
CSI
664
Cross Staff Investments
New York
$333K +$337K +13,016 New
UB
665
UMB Bank
Missouri
$333K +$337K +13,020 New
NHC
666
Nicholas Hoffman & Company
Georgia
$331K +$107K +4,124 +47%
FM
667
Foster & Motley
Ohio
$330K -$15.3K -592 -4%
LF
668
LifeSteps Financial
California
$326K +$103 +4 +0%
SWA
669
SFMG Wealth Advisors
Texas
$326K +$724 +28 +0.2%
NA
670
Nottingham Advisors
New York
$323K -$3.21K -124 -1%
BEW
671
Burton Enright Welch
California
$322K +$326K +12,584 New
FFA
672
First Foundation Advisors
California
$322K +$112K +4,312 +52%
FPCG
673
Fort Pitt Capital Group
Pennsylvania
$314K +$317K +12,256 New
TW
674
TrinityPoint Wealth
Connecticut
$313K +$1.24K +48 +0.4%
PLFAM
675
Pineno Levin & Ford Asset Management
Virginia
$310K +$18.2K +704 +6%
25 26
27
28 29