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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
651
Imprint Wealth
South Carolina
$425K +$408K +17,432 New
CG
652
Caprock Group
Idaho
$424K -$3.09K -132 -0.8%
HT
653
Heritage Trust
Oklahoma
$423K – – –
EK
654
Evensky & Katz
Florida
$423K -$15.9K -680 -4%
RA
655
Ruggaard & Associates
Ohio
$422K -$3.37K -144 -0.8%
TWM
656
Thrive Wealth Management
Pennsylvania
$421K -$50.2K -2,142 -11%
LFP
657
Leeward Financial Partners
Washington
$420K -$57K -2,432 -12%
PHIC
658
Pine Haven Investment Counsel
Massachusetts
$420K -$7.03K -300 -2%
CAM
659
Carret Asset Management
New York
$419K – – –
WW
660
Waterfront Wealth
Kansas
$419K -$13.7K -586 -3%
BW
661
BIP Wealth
Georgia
$419K -$49.2K -2,100 -11%
HTC
662
Haverford Trust Company
Pennsylvania
$419K – – –
CWM
663
Cabot Wealth Management
Massachusetts
$417K – – –
SWM
664
Stockman Wealth Management
Montana
$416K +$3.56K +152 +0.9%
SGI
665
Summit Global Investments
Utah
$414K -$3.23K -138 -0.8%
FAG
666
Fortitude Advisory Group
Washington
$412K +$44.1K +1,882 +13%
MA
667
MJP Associates
Connecticut
$411K -$281 -12 -0.1%
CCG
668
Chatham Capital Group
Georgia
$410K +$47 +2 +0%
MCP
669
Mirador Capital Partners
California
$410K +$73.3K +3,130 +23%
MIA
670
MeadowBrook Investment Advisors
Michigan
$407K – – –
RIM
671
Rockbridge Investment Management
New York
$405K -$15.4K -658 -4%
PA
672
Planning Alternatives
Michigan
$405K -$4.5K -192 -1%
SRCM
673
Signature Resources Capital Management
California
$405K -$40.9K -1,744 -9%
GWM
674
Gray Wealth Management
Maine
$404K -$8.43K -360 -2%
FEM
675
Fulcrum Equity Management
Texas
$403K +$383K +16,360 New
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