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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
701
Waterloo Capital
Texas
$441K +$1.47K +55 +0.3%
PHIC
702
Pine Haven Investment Counsel
Massachusetts
$439K -$5.35K -200 -1%
FF
703
Fairway Financial
Florida
$437K +$41.2K +1,540 +11%
QWM
704
Quadcap Wealth Management
Texas
$437K – – –
RWM
705
Revisor Wealth Management
Ohio
$436K -$80.2K -3,000 -16%
HWA
706
Heritage Wealth Architects
Minnesota
$436K – – –
DADC
707
D.A. Davidson & Co
Montana
$434K +$123K +4,602 +42%
USCWA
708
U.S. Capital Wealth Advisors
Texas
$434K -$99.6K -3,723 -19%
RWIA
709
Roger Wittlin Investment Advisory
California
$433K -$42K -1,572 -9%
BA
710
Bridgewater Advisors
New York
$433K -$50.8K -1,900 -11%
BFS
711
Bradley Foster & Sargent
Connecticut
$433K – – –
VBFG
712
Vishria Bird Financial Group
Tennessee
$432K – – –
CW
713
CreativeOne Wealth
Kansas
$432K +$18K +672 +5%
PWP
714
Principle Wealth Partners
Connecticut
$432K – – –
MPIA
715
Milestones Private Investment Advisors
New York
$431K +$18.9K +705 +5%
GWSA
716
Global Wealth Strategies & Associates
Colorado
$430K +$346K +12,927 +521%
CAL
717
Capital Advisors Ltd
Ohio
$429K – – –
CAG
718
Curtis Advisory Group
California
$428K -$96.9K -3,622 -19%
BFC
719
Bedel Financial Consulting
Indiana
$427K +$18.2K +680 +5%
KOC
720
Koss-Olinger Consulting
Florida
$426K – – –
FNBOMD
721
First National Bank of Mount Dora
Florida
$424K – – –
BFG
722
Berger Financial Group
Minnesota
$417K -$30.2K -1,129 -7%
BW
723
BIP Wealth
Georgia
$417K – – –
TWA
724
TCI Wealth Advisors
Arizona
$415K +$15.5K +581 +4%
SIMG
725
Sonora Investment Management Group
Arizona
$414K +$32.9K +1,230 +9%
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