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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
701
TrustCore Financial Services
Tennessee
$74K -$117K -4,752 -62%
SWM
702
Selective Wealth Management
Virginia
$74K +$197 +8 +0.3%
SL
703
Savior LLC
Massachusetts
$72K +$37.3K +1,516 +109%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$70K +$68.9K +2,800 New
BC
705
Burleson & Co
California
$70K +$69.1K +2,808 New
PB
706
Pinnacle Bancorp
Nebraska
$67K -$8.85K -360 -12%
AF
707
Allworth Financial
California
$65K +$63.5K +2,580 +12,900%
VCM
708
Vigilant Capital Management
Maine
$65K +$63.7K +2,592 New
PO
709
Private Ocean
California
$60K – – –
CT
710
Caldwell Trust
Florida
$59.8K – – –
GT
711
Glenmede Trust
Pennsylvania
$57K +$8.16K +332 +17%
SIM
712
Sonora Investment Management
Arizona
$57K +$35.4K +1,440 +169%
PMFA
713
Plante Moran Financial Advisors
Michigan
$57K +$42.4K +1,724 +301%
CAC
714
Certified Advisory Corp
Florida
$57K +$56K +2,276 New
SQA
715
Simon Quick Advisors
New Jersey
$56K +$98 +4 +0.2%
EW
716
Evoke Wealth
California
$55K +$41.8K +1,700 +335%
BSG
717
Black Swift Group
Colorado
$52K +$51.1K +2,076 New
BCM
718
Blume Capital Management
California
$51K – – –
PK
719
Pflug Koory
Nebraska
$51K – – –
AWG
720
Altus Wealth Group
Colorado
$50K – – –
BCA
721
Berman Capital Advisors
Georgia
$50K +$1.48K +60 +3%
EVM
722
Eaton Vance Management
Massachusetts
$48K -$254K -10,332 -84%
SWM
723
Sugarloaf Wealth Management
Georgia
$46K -$492 -20 -1%
CFA
724
Carroll Financial Associates
North Carolina
$44K -$2.75K -112 -6%
AA
725
Ancora Advisors
Ohio
$39K +$3.54K +144 +10%
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