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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
651
BSW Wealth Partners
Colorado
$301K +$473 +22 +0.2%
PI
652
PFS Investments
Georgia
$301K +$317K +14,764 New
CWC
653
Carolinas Wealth Consulting
North Carolina
$299K +$430 +20 +0.1%
RIS
654
Retirement Income Solutions
Michigan
$298K +$305K +14,206 New
PAMG
655
Patton Albertson Miller Group
Tennessee
$298K +$305K +14,194 New
VAS
656
Valicenti Advisory Services
New York
$295K -$60.4K -2,808 -17%
IWN
657
Independent Wealth Network
Iowa
$289K +$10.1K +472 +4%
PL
658
Plancorp LLC
Missouri
$289K +$215 +10 +0.1%
CWM
659
Castle Wealth Management
Florida
$287K -$19.4K -904 -6%
AA
660
Alesco Advisors
New York
$287K -$8.73K -406 -3%
SFS
661
Strategic Financial Services
New York
$286K – – –
DWM
662
Dakota Wealth Management
Florida
$285K +$43 +2 +0%
PFA
663
Pure Financial Advisors
California
$284K +$12.8K +594 +5%
HIC
664
Holderness Investments Company
North Carolina
$281K +$3.61K +168 +1%
IAM
665
Innovis Asset Management
Illinois
$281K +$2.19K +102 +0.8%
FA
666
Fagan Associates
New York
$279K -$6.02K -280 -2%
PWA
667
Physician Wealth Advisors
Utah
$278K +$559 +26 +0.2%
RWA
668
River Wealth Advisors
Pennsylvania
$276K -$62.6K -2,914 -18%
SWA
669
SFMG Wealth Advisors
Texas
$275K +$1.42K +66 +0.5%
SFP
670
Sweet Financial Partners
Minnesota
$273K -$9M -418,614 -97%
GCM
671
Glaxis Capital Management
Florida
$270K +$903 +42 +0.3%
PCM
672
Palouse Capital Management
Washington
$270K +$26.9K +1,250 +11%
AWM
673
Accurate Wealth Management
Florida
$270K -$20.7K -964 -7%
CTC
674
Central Trust Company
Missouri
$269K +$276K +12,824 New
MAM
675
Meeder Asset Management
Ohio
$269K +$276K +12,820 New
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