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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
651
Rock Point Advisors
Vermont
$443K +$21.5K +1,020 +6%
WW
652
Waterfront Wealth
Kansas
$441K +$17.2K +818 +5%
CMAI
653
Capital Management Associates Inc
Minnesota
$438K +$7.92K +376 New
APG
654
Abacus Planning Group
South Carolina
$437K +$4.21K +200 +1%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$436K +$19.4K +920 +5%
RDWM
656
Red Door Wealth Management
Tennessee
$436K +$389K +18,468 New
PI
657
Pachira Investments
California
$436K +$389K +18,446 New
PD
658
Planning Directions
Pennsylvania
$431K +$1.52K +72 +0.4%
CCA
659
Criterion Capital Advisors
Tennessee
$430K +$384K +18,198 New
GWANC
660
Guardian Wealth Advisors (North Carolina)
North Carolina
$427K -$3.41K -162 -0.9%
WOC
661
West Oak Capital
California
$426K -$48.8K -2,314 -11%
SMA
662
Seven Mile Advisory
New Jersey
$425K – – –
HIP
663
HUB Investment Partners
Texas
$425K +$379K +17,998 New
TP
664
Tranquility Partners
Tennessee
$424K -$17.6K -836 -4%
EK
665
Evensky & Katz
Florida
$421K -$885 -42 -0.2%
JWM
666
Jeppson Wealth Management
California
$417K -$4.21K -200 -1%
EI
667
Ellevest Inc
New York
$415K -$328K -15,582 -47%
EWM
668
Elmwood Wealth Management
California
$412K -$1.01M -47,748 -73%
TWA
669
Trellis Wealth Advisors
California
$411K – – –
PHIC
670
Pine Haven Investment Counsel
Massachusetts
$410K – – –
CG
671
Caprock Group
Idaho
$409K +$35.5K +1,686 +11%
EAM
672
Evanson Asset Management
California
$408K -$8.85K -420 -2%
RA
673
Ruggaard & Associates
Ohio
$408K -$143K -6,794 -28%
HT
674
Heritage Trust
Oklahoma
$406K – – –
RIM
675
Rockbridge Investment Management
New York
$404K -$8.77K -416 -2%
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