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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
676
Gladstone Institutional Advisory
Florida
$276K +$571 +26 +0.2%
SWA
677
SFMG Wealth Advisors
Texas
$274K +$1.49K +68 +0.5%
JWCA
678
J.W. Cole Advisors
Florida
$274K -$2.77K -126 -0.9%
GCM
679
Glaxis Capital Management
Florida
$269K +$1.05K +48 +0.4%
SG
680
Somerset Group
Minnesota
$268K -$34.5K -1,572 -11%
SSB
681
Sandy Spring Bank
Maryland
$266K – – –
CA
682
Clearstead Advisors
Ohio
$266K +$3.25K +148 +1%
IAA
683
Independent Advisor Alliance
North Carolina
$265K -$33.4K -1,520 -11%
SWM
684
Sendero Wealth Management
Texas
$265K – – –
LFG
685
Leverty Financial Group
Wisconsin
$265K +$12K +546 +4%
CT
686
Clearstead Trust
Maine
$265K – – –
SAG
687
SageView Advisory Group
California
$265K -$35K -1,596 -11%
FCH
688
Freestone Capital Holdings
Washington
$264K +$14.1K +642 +5%
FA
689
Fagan Associates
New York
$263K -$614 -28 -0.2%
NA
690
Nottingham Advisors
New York
$262K – – –
YIH
691
Y-Intercept (HK)
Hong Kong
$261K +$277K +12,606 New
HWM
692
Heirloom Wealth Management
Colorado
$260K -$152K -6,944 -36%
PFA
693
Pure Financial Advisors
California
$260K -$19.4K -884 -7%
FM
694
Family Management
New York
$252K – – –
GWA
695
Geometric Wealth Advisors
District of Columbia
$251K +$922 +42 +0.3%
CCA
696
Column Capital Advisors
Indiana
$250K – – –
GWM
697
GSB Wealth Management
Connecticut
$246K -$49.3K -2,248 -16%
BC
698
Bowman & Company
Wisconsin
$245K +$260K +11,838 New
BAAM
699
Baker Avenue Asset Management
California
$245K -$53.8K -2,452 -17%
DBRC
700
D.B. Root & Company
Pennsylvania
$242K -$44.1K -2,008 -15%
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