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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Planning Alternatives
Michigan
$395K -$21.2K -852 -5%
KLI
702
Kelman-Lazarov Inc
Tennessee
$394K -$5.36K -216 -1%
FNBT
703
FineMark National Bank & Trust
Florida
$392K +$139K +5,582 +58%
FNBOMD
704
First National Bank of Mount Dora
Florida
$391K – – –
JWM
705
Jeppson Wealth Management
California
$390K – – –
PWP
706
Principle Wealth Partners
Connecticut
$390K – – –
PCM
707
Pennsylvania Capital Management
Pennsylvania
$389K – – –
GVAG
708
Great Valley Advisor Group
Delaware
$388K -$75K -3,020 -17%
SPA
709
Sentinel Pension Advisors
Massachusetts
$386K -$153K -6,152 -29%
TWM
710
Thrive Wealth Management
Pennsylvania
$386K +$993 +40 +0.3%
CB
711
Commerce Bank
Missouri
$386K -$1.24K -50 -0.3%
BCM
712
Brookstone Capital Management
Illinois
$384K +$11K +442 +3%
RWA
713
River Wealth Advisors
Pennsylvania
$382K +$4.02K +162 +1%
UAG
714
United Advisor Group
Ohio
$380K -$283K -11,378 -44%
BFC
715
Bedel Financial Consulting
Indiana
$376K +$546 +22 +0.2%
FA
716
Fiduciary Alliance
South Carolina
$375K +$40.1K +1,614 +12%
QCM
717
QRG Capital Management
Illinois
$375K +$117K +4,720 +48%
GWA
718
Geometric Wealth Advisors
District of Columbia
$374K +$39.8K +1,604 +12%
PFA
719
Pure Financial Advisors
California
$374K -$62.4K -2,512 -15%
APW
720
Aurora Private Wealth
New Jersey
$369K +$2.13K +86 +0.6%
SMA
721
Seven Mile Advisory
New Jersey
$361K – – –
OAM
722
Oppenheimer Asset Management
New York
$360K +$447 +18 +0.1%
CW
723
CreativeOne Wealth
Kansas
$357K +$106K +4,276 +45%
SSA
724
Sierra Summit Advisors
Nevada
$356K – – –
SIMG
725
Sonora Investment Management Group
Arizona
$355K +$104K +4,176 +43%
27 28
29
30 31