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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
676
Keystone Wealth Services
California
$213K +$84 +4 +0%
CFD
677
Creative Financial Designs
Indiana
$212K -$233K -11,144 -50%
GLA
678
Great Lakes Advisors
Illinois
$211K – – –
BFM
679
Broadview Financial Management
Wisconsin
$211K +$1.05K +50 +0.5%
SSCA
680
South Shore Capital Advisors
Massachusetts
$209K +$42 +2 +0%
AIM
681
AHL Investment Management
Florida
$209K +$586 +28 +0.3%
AFS
682
Annapolis Financial Services
Maryland
$208K – – –
HWA
683
Heartwood Wealth Advisors
Virginia
$208K +$230K +10,998 New
AL
684
Aspiriant LLC
California
$206K -$18.7K -892 -8%
FMWA
685
Forvis Mazars Wealth Advisors
Missouri
$206K – – –
BIM
686
Baldwin Investment Management
Pennsylvania
$204K -$275K -13,136 -55%
CAL
687
Capital Advisors Ltd
Ohio
$204K +$18.8K +900 +9%
BBW
688
Blue Barn Wealth
Utah
$203K +$669 +32 +0.3%
GWMI
689
Guardian Wealth Management (Illinois)
Illinois
$201K -$27.1K -1,298 -11%
CPA
690
Cardiff Park Advisors
California
$194K +$627 +30 +0.3%
EW
691
Evoke Wealth
California
$192K – – –
PFPT
692
Pinnacle Financial Partners (Tennessee)
Tennessee
$187K +$711 +34 +0.3%
MCM
693
Manchester Capital Management
Vermont
$184K – – –
SSB
694
Sandy Spring Bank
Maryland
$180K +$42 +2 +0%
HNB
695
Huntington National Bank
Ohio
$174K – – –
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K – – –
HWM
697
Horizons Wealth Management
North Carolina
$166K – – –
KA
698
Kozak & Associates
Colorado
$163K – – –
DWP
699
Destiny Wealth Partners
Florida
$155K -$57.1K -2,732 -25%
HWMA
700
Heritage Wealth Management (Arizona)
Arizona
$150K -$11.1K -530 -6%
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