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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
701
Meridian Wealth Partners
Pennsylvania
$388K -$74.7K -2,930 -15%
FAG
702
Fortitude Advisory Group
Washington
$387K -$1.12K -44 -0.2%
MIA
703
MeadowBrook Investment Advisors
Michigan
$386K +$433 +17 +0.1%
BAM
704
Belpointe Asset Management
Nevada
$383K -$297K -11,667 -42%
FCA
705
Fortis Capital Advisors
Kansas
$383K +$417K +16,360 New
RA
706
Ruggaard & Associates
Ohio
$383K -$14.5K -570 -3%
PHIC
707
Pine Haven Investment Counsel
Massachusetts
$382K -$18.4K -720 -4%
APG
708
Abacus Planning Group
South Carolina
$380K -$19.3K -758 -4%
HCP
709
Hardin Capital Partners
South Carolina
$380K +$67.3K +2,641 +19%
PIN
710
Prudent Investors Network
California
$379K – – –
BCM
711
Brookstone Capital Management
Illinois
$379K +$61.8K +2,424 +18%
EFA
712
Evernest Financial Advisors
Indiana
$377K +$637 +25 +0.2%
MFF
713
Michels Family Financial
Texas
$374K +$892 +35 +0.2%
SRCM
714
Signature Resources Capital Management
California
$374K – – –
CAL
715
Capital Advisors Ltd
Ohio
$374K +$41.2K +1,616 +11%
CAP
716
Columbia Advisory Partners
Washington
$373K -$11.2K -440 -3%
TWM
717
Thrive Wealth Management
Pennsylvania
$372K -$100K -3,942 -20%
JWM
718
JPL Wealth Management
Colorado
$372K -$124K -4,848 -23%
PCM
719
Pennsylvania Capital Management
Pennsylvania
$372K +$561 +22 +0.1%
QWM
720
Quadcap Wealth Management
Texas
$367K -$235K -9,231 -37%
SSW
721
Stone Summit Wealth
Florida
$364K +$22.4K +879 +6%
VBFG
722
Vishria Bird Financial Group
Tennessee
$363K – – –
PWP
723
Principle Wealth Partners
Connecticut
$363K – – –
CWM
724
Cabot Wealth Management
Massachusetts
$361K -$26.7K -1,048 -6%
FCA
725
FLC Capital Advisors
California
$360K – – –
27 28
29
30 31