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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
676
Carret Asset Management
New York
$402K – – –
KPWS
677
Kestra Private Wealth Services
Texas
$402K +$47.7K +2,264 +15%
HTC
678
Haverford Trust Company
Pennsylvania
$402K – – –
APW
679
Aurora Private Wealth
New Jersey
$401K +$28.5K +1,352 +9%
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K +$347K +16,468 +3,402%
SGI
681
Summit Global Investments
Utah
$400K -$79.4K -3,768 -18%
CWM
682
Cabot Wealth Management
Massachusetts
$400K -$13.2K -626 -4%
GVAG
683
Great Valley Advisor Group
Delaware
$398K -$27.1K -1,284 -7%
SWM
684
Stockman Wealth Management
Montana
$396K +$2.11K +100 +0.6%
GWM
685
Gray Wealth Management
Maine
$396K – – –
MA
686
MJP Associates
Connecticut
$395K +$12.1K +572 +4%
CL
687
Choreo LLC
Illinois
$394K +$5.94K +282 +2%
CCG
688
Chatham Capital Group
Georgia
$393K -$145K -6,890 -29%
PA
689
Planning Alternatives
Michigan
$393K -$3.79K -180 -1%
SF
690
Synovus Financial
Georgia
$393K -$50.2K -2,380 -13%
MIA
691
MeadowBrook Investment Advisors
Michigan
$391K +$349K +16,544 New
PRI
692
Prepared Retirement Institute
Pennsylvania
$390K +$348K +16,506 New
TW
693
TritonPoint Wealth
Maryland
$390K +$348K +16,496 New
IWN
694
Independent Wealth Network
Iowa
$390K +$42 +2 +0%
PWA
695
Physician Wealth Advisors
Utah
$389K +$55.3K +2,626 +19%
RDIA
696
RE Dickinson Investment Advisors
Iowa
$383K -$5.69K -270 -2%
MMA
697
Miracle Mile Advisors
California
$377K -$13.7K -650 -4%
SA
698
Skyline Advisors
Washington
$373K +$333K +15,784 New
FCP
699
Fidelis Capital Partners
Florida
$371K – – –
M
700
MYeCFO
California
$370K -$21.1K -1,000 -6%
26 27
28
29 30