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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
701
B. Riley Wealth Management
Tennessee
$264K +$9.54K +404 +4%
FG
702
Fiduciary Group
Georgia
$262K -$14.1K -596 -4%
AIM
703
AHL Investment Management
Florida
$262K -$47 -2 -0%
SSCA
704
South Shore Capital Advisors
Massachusetts
$262K – – –
UIA
705
Ulland Investment Advisors
Minnesota
$261K -$85.9K -3,640 -25%
AFS
706
Annapolis Financial Services
Maryland
$260K -$262K -11,112 -50%
AL
707
Aspiriant LLC
California
$259K – – –
PP
708
Palladium Partners
Virginia
$258K – – –
MA
709
MKT Advisors
California
$258K +$17.1K +726 +6%
TF
710
Theory Financial
Colorado
$258K +$257K +10,896 New
IC
711
IEQ Capital
California
$257K +$256K +10,840 New
LAIC
712
Lederer & Associates Investment Counsel
California
$256K -$3.63K -154 -1%
BFM
713
Broadview Financial Management
Wisconsin
$256K +$19.5K +828 +8%
UB
714
UMB Bank
Missouri
$253K -$55.1K -2,336 -18%
BBW
715
Blue Barn Wealth
Utah
$247K -$2.31K -98 -0.9%
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$247K +$246K +10,418 New
FWIA
717
Fort Washington Investment Advisors
Ohio
$246K +$245K +10,396 New
ATPW
718
Ashton Thomas Private Wealth
Arizona
$244K -$3.16K -134 -1%
EW
719
Evoke Wealth
California
$241K – – –
HCM
720
Hengehold Capital Management
Ohio
$240K -$138K -5,852 -37%
GWANC
721
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K +$378 +16 +0.2%
C
722
Certuity
Florida
$240K +$239K +10,138 New
PP
723
Patten & Patten
Tennessee
$239K -$18.9K -802 -7%
RWA
724
River Wealth Advisors
Pennsylvania
$239K +$5.67K +240 +2%
BC
725
Brio Consultants
California
$239K +$238K +10,102 New
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