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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
676
BSW Wealth Partners
Colorado
$294K -$19.8K -948 -7%
JWCA
677
J.W. Cole Advisors
Florida
$293K +$27.4K +1,316 +11%
GIA
678
Gladstone Institutional Advisory
Florida
$291K -$210K -10,078 -43%
PFM
679
Peak Financial Management
Massachusetts
$290K +$17.8K +852 +7%
IAM
680
Innovis Asset Management
Illinois
$290K -$3.13K -150 -1%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$290K -$93K -4,460 -25%
SWA
682
SFMG Wealth Advisors
Texas
$289K +$1.63K +78 +0.6%
FA
683
FDx Advisors
Illinois
$287K -$8.85M -424,492 -97%
USCWA
684
U.S. Capital Wealth Advisors
Texas
$285K +$16.5K +790 +6%
GCM
685
Glaxis Capital Management
Florida
$284K +$959 +46 +0.4%
MSAM
686
Moloney Securities Asset Management
Missouri
$282K +$269K +12,886 New
SSB
687
Sandy Spring Bank
Maryland
$281K +$69.8K +3,350 +35%
SWM
688
Sendero Wealth Management
Texas
$280K +$267K +12,800 New
CT
689
Clearstead Trust
Maine
$280K +$258K +12,382 +3,159%
FA
690
Fagan Associates
New York
$279K -$12.5K -600 -5%
CA
691
Clearstead Advisors
Ohio
$278K +$80.3K +3,854 +44%
NA
692
Nottingham Advisors
New York
$277K – – –
WCA
693
Waypoint Capital Advisors
Minnesota
$276K -$61.1K -2,930 -19%
CG
694
Colony Group
Massachusetts
$274K -$473K -22,710 -64%
GWA
695
Geometric Wealth Advisors
District of Columbia
$271K +$792 +38 +0.3%
CWM
696
Castle Wealth Management
Florida
$271K -$26.9K -1,290 -9%
ACMA
697
Arbor Capital Management (Alaska)
Alaska
$271K +$1.71K +82 +0.7%
PCM
698
Palouse Capital Management
Washington
$270K -$12K -576 -4%
BMD
699
Better Money Decisions
New Mexico
$268K – – –
LFG
700
Leverty Financial Group
Wisconsin
$268K -$625 -30 -0.2%
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