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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
676
Compass Capital Corp
Massachusetts
$488K +$503K +18,887 New
TW
677
TritonPoint Wealth
Maryland
$488K +$10.7K +403 +2%
GWANC
678
Guardian Wealth Advisors (North Carolina)
North Carolina
$482K +$11.7K +439 +2%
BRWM
679
Blue Rock Wealth Management
North Carolina
$481K +$495K +18,590 New
SWM
680
Stockman Wealth Management
Montana
$480K -$13K -488 -3%
KPWS
681
Kestra Private Wealth Services
Texas
$479K +$984 +37 +0.2%
KOC
682
Koss-Olinger Consulting
Florida
$479K -$1.81K -68 -0.4%
BA
683
Bridgewater Advisors
New York
$477K -$541K -20,332 -52%
DFA
684
DHK Financial Advisors
New Hampshire
$474K -$134K -5,021 -22%
RWM
685
Rialto Wealth Management
New York
$473K +$487K +18,285 New
LJAC
686
L.J. Altfest & Co
New York
$471K +$66K +2,480 +16%
QCM
687
QRG Capital Management
Illinois
$469K +$95.3K +3,583 +25%
WW
688
Waterfront Wealth
Kansas
$468K -$482K -18,104 -50%
LIA
689
Lynx Investment Advisory
District of Columbia
$466K -$17.2K -647 -3%
FAG
690
Fortitude Advisory Group
Washington
$463K +$7.21K +271 +2%
PFBT
691
Parkside Financial Bank & Trust
Missouri
$463K -$3.86K -145 -0.8%
CAG
692
Curtis Advisory Group
California
$461K -$21K -790 -4%
TP
693
Tranquility Partners
Tennessee
$460K – – –
VC
694
Veery Capital
Delaware
$458K -$2.06M -77,310 -81%
MA
695
MONECO Advisors
Connecticut
$455K +$58.4K +2,193 +14%
GVAG
696
Great Valley Advisor Group
Delaware
$452K +$63.5K +2,386 +16%
EI
697
Ellevest Inc
New York
$452K +$3.41K +128 +0.7%
TWA
698
Trellis Wealth Advisors
California
$450K – – –
EK
699
Evensky & Katz
Florida
$449K +$1.3K +49 +0.3%
GWM
700
Gray Wealth Management
Maine
$447K +$26.6K +1,000 +6%
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