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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
676
Freestone Capital Holdings
Washington
$392K +$8.3K +350 +2%
CWM
677
Cabot Wealth Management
Massachusetts
$391K -$10.1K -428 -3%
FCA
678
FLC Capital Advisors
California
$389K +$107K +4,500 +38%
P
679
&Partners
Tennessee
$389K +$389K +16,396 New
MCP
680
Mirador Capital Partners
California
$386K -$8.53K -360 -2%
PA
681
Planning Alternatives
Michigan
$384K -$6.07K -256 -2%
SHJ
682
Sharkey, Howes & Javer
Colorado
$383K -$842K -35,522 -69%
SSW
683
Stone Summit Wealth
Florida
$381K -$1.42K -60 -0.4%
FVIM
684
Fort Vancouver Investment Management
Washington
$381K +$380K +16,044 New
EFA
685
Evernest Financial Advisors
Indiana
$379K -$3.7K -156 -1%
PS
686
Principal Securities
Iowa
$377K +$21.8K +920 +6%
SFG
687
Sovereign Financial Group
Connecticut
$375K +$6.59K +278 +2%
GWM
688
Gray Wealth Management
Maine
$371K -$18K -760 -5%
PPWM
689
Perissos Private Wealth Management
Oklahoma
$370K -$113K -4,756 -23%
PRI
690
Prepared Retirement Institute
Pennsylvania
$370K – – –
BCM
691
Brookstone Capital Management
Illinois
$369K +$901 +38 +0.3%
CWC
692
Carolinas Wealth Consulting
North Carolina
$369K +$47 +2 +0%
KLI
693
Kelman-Lazarov Inc
Tennessee
$368K -$11.9K -502 -3%
FHB
694
First Hawaiian Bank
Hawaii
$367K -$131K -5,532 -26%
FRA
695
Front Row Advisors
California
$363K +$14K +592 +4%
SA
696
Skyline Advisors
Washington
$363K -$758 -32 -0.2%
FNBOMD
697
First National Bank of Mount Dora
Florida
$361K – – –
JWM
698
Jeppson Wealth Management
California
$359K -$56.3K -2,374 -14%
PWP
699
Principle Wealth Partners
Connecticut
$359K – – –
PCM
700
Pennsylvania Capital Management
Pennsylvania
$358K – – –
26 27
28
29 30