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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
676
Trellis Wealth Advisors
California
$486K – – –
SWM
677
Silverlake Wealth Management
Vermont
$483K -$722K -26,991 -61%
S
678
SignatureFD
Georgia
$481K +$59.8K +2,238 +15%
HTC
679
Haverford Trust Company
Pennsylvania
$478K +$1.52K +57 +0.3%
MWP
680
Meridian Wealth Partners
Pennsylvania
$477K -$1.5K -56 -0.3%
BEI
681
Benjamin Edwards Inc
Missouri
$476K -$187 -7 -0%
AI
682
Atria Investments
North Carolina
$473K -$459K -17,183 -50%
TWM
683
Thrive Wealth Management
Pennsylvania
$470K -$19.8K -739 -4%
BCMLT
684
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K +$398K +14,883 +812%
CCG
685
Chatham Capital Group
Georgia
$465K – – –
PCM
686
Pennsylvania Capital Management
Pennsylvania
$463K -$4.76K -178 -1%
GWA
687
Geometric Wealth Advisors
District of Columbia
$460K +$38.3K +1,434 +10%
ODIJL
688
One Day In July LLC
Vermont
$459K -$38.1K -1,426 -8%
TP
689
Tranquility Partners
Tennessee
$458K -$11.6K -432 -3%
APG
690
Abacus Planning Group
South Carolina
$457K +$3.72K +139 +0.9%
MIA
691
MeadowBrook Investment Advisors
Michigan
$454K -$5.62K -210 -1%
EK
692
Evensky & Katz
Florida
$450K -$22.5K -843 -5%
OCM
693
One Capital Management
California
$449K -$33.8K -1,264 -7%
MFF
694
Michels Family Financial
Texas
$449K +$1.28K +48 +0.3%
LIA
695
LBMC Investment Advisors
Tennessee
$448K -$98.8K -3,696 -19%
SAW
696
Signal Advisors Wealth
Michigan
$447K -$27.2K -1,017 -6%
RA
697
Ruggaard & Associates
Ohio
$447K – – –
PWA
698
Principia Wealth Advisory
Texas
$446K +$427K +15,968 New
CPC
699
CFC Planning Company
Indiana
$443K +$143K +5,365 +51%
FCA
700
Fortis Capital Advisors
Kansas
$442K +$5.62K +210 +1%
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28
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