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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
701
Geometric Wealth Advisors
District of Columbia
$246K +$13.7K +638 +6%
RWM
702
RBA Wealth Management
California
$244K +$37.8K +1,760 +18%
S
703
SignatureFD
Georgia
$244K -$138K -6,398 -35%
CAAS
704
Capital Asset Advisory Services
Michigan
$244K -$19.4K -902 -7%
GWCM
705
Godshalk Welsh Capital Management
Pennsylvania
$243K – – –
BIM
706
Baldwin Investment Management
Pennsylvania
$243K -$4.99K -232 -2%
CAL
707
Capital Advisors Ltd
Ohio
$242K +$19.9K +926 +9%
AFS
708
Annapolis Financial Services
Maryland
$241K +$11K +514 +5%
FCA
709
FLC Capital Advisors
California
$241K +$247K +11,478 New
AL
710
Aspiriant LLC
California
$239K +$1.89K +88 +0.8%
GBWM
711
Granite Bay Wealth Management
New Hampshire
$239K -$4.81K -224 -2%
TC
712
TownSquare Capital
Utah
$239K +$245K +11,390 New
KWS
713
Keystone Wealth Services
California
$237K +$731 +34 +0.3%
HWA
714
Heartwood Wealth Advisors
Virginia
$237K – – –
AFA
715
Alpha Financial Advisors
North Carolina
$236K – – –
BIG
716
Builder Investment Group
Georgia
$235K +$8.17K +380 +4%
PTB
717
Pioneer Trust Bank
Oregon
$235K – – –
LF
718
LifeSteps Financial
California
$234K -$6.53K -304 -3%
VF
719
Vawter Financial
Ohio
$229K +$774 +36 +0.3%
LEFP
720
Leading Edge Financial Planning
Tennessee
$229K -$602 -28 -0.3%
M
721
MYeCFO
California
$228K -$30.9K -1,440 -12%
WA
722
Wambolt & Associates
Colorado
$227K +$233K +10,834 New
KPWS
723
Kestra Private Wealth Services
Texas
$226K +$232K +10,798 New
CAG
724
Crestwood Advisors Group
Massachusetts
$226K +$8.94K +416 +4%
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$226K -$2.28K -106 -1%
27 28
29
30 31