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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
701
Fortis Capital Advisors
Kansas
$442K +$5.62K +210 +1%
WC
702
Waterloo Capital
Texas
$441K +$1.47K +55 +0.3%
PHIC
703
Pine Haven Investment Counsel
Massachusetts
$439K -$5.35K -200 -1%
FF
704
Fairway Financial
Florida
$437K +$41.2K +1,540 +11%
QWM
705
Quadcap Wealth Management
Texas
$437K – – –
RWM
706
Revisor Wealth Management
Ohio
$436K -$80.2K -3,000 -16%
HWA
707
Heritage Wealth Architects
Minnesota
$436K – – –
DADC
708
D.A. Davidson & Co
Montana
$434K +$123K +4,602 +42%
USCWA
709
U.S. Capital Wealth Advisors
Texas
$434K -$99.6K -3,723 -19%
RWIA
710
Roger Wittlin Investment Advisory
California
$433K -$42K -1,572 -9%
BA
711
Bridgewater Advisors
New York
$433K -$50.8K -1,900 -11%
BFS
712
Bradley Foster & Sargent
Connecticut
$433K – – –
VBFG
713
Vishria Bird Financial Group
Tennessee
$432K – – –
CW
714
CreativeOne Wealth
Kansas
$432K +$18K +672 +5%
PWP
715
Principle Wealth Partners
Connecticut
$432K – – –
MPIA
716
Milestones Private Investment Advisors
New York
$431K +$18.9K +705 +5%
GWSA
717
Global Wealth Strategies & Associates
Colorado
$430K +$346K +12,927 +521%
CAL
718
Capital Advisors Ltd
Ohio
$429K – – –
CAG
719
Curtis Advisory Group
California
$428K -$96.9K -3,622 -19%
BFC
720
Bedel Financial Consulting
Indiana
$427K +$18.2K +680 +5%
KOC
721
Koss-Olinger Consulting
Florida
$426K – – –
FNBOMD
722
First National Bank of Mount Dora
Florida
$424K – – –
BFG
723
Berger Financial Group
Minnesota
$417K -$30.2K -1,129 -7%
BW
724
BIP Wealth
Georgia
$417K – – –
TWA
725
TCI Wealth Advisors
Arizona
$415K +$15.5K +581 +4%
27 28
29
30 31