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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
51
Tiller Private Wealth
Pennsylvania
$7.27M -$523K -30,940 -6%
PMG
52
ProVise Management Group
Florida
$7.22M -$1.22M -72,224 -13%
BDF
53
Black Diamond Financial
Maryland
$7.03M +$9.12M +539,752 New
DW
54
Domani Wealth
Pennsylvania
$7.02M +$7.82M +462,844 New
LF
55
Lee Financial
Texas
$6.87M +$3.78M +223,844 +98%
NCM
56
Next Capital Management
New York
$6.67M +$7.42M +439,376 New
MM
57
Meridian Management
Arkansas
$6.63M -$290K -17,184 -4%
AFA
58
Arlington Financial Advisors
California
$6.59M +$7.34M +434,352 New
AWM
59
Apollon Wealth Management
South Carolina
$6.52M +$6.49M +383,944 New
BTS
60
BB&T Securities
Virginia
$6.51M -$439K -26,000 -6%
BCMO
61
Buckingham Capital Management (Ohio)
Ohio
$6.38M -$424K -25,112 -6%
BSB
62
Bangor Savings Bank
Maine
$6.31M +$1.18M +69,844 +20%
WCWM
63
Wooster Corthell Wealth Management
Connecticut
$6.27M +$225K +13,300 +3%
SJIM
64
St. Johns Investment Management
Florida
$6.27M +$88.1K +5,212 +1%
MA
65
MUFG Americas
New York
$6.14M +$3.67M +217,084 +116%
FI
66
FormulaFolio Investments
Michigan
$6.13M – – –
NSAM
67
North Star Asset Management
Wisconsin
$6.13M +$18K +1,064 +0.3%
CCA
68
Cobblestone Capital Advisors
New York
$6.07M +$5.58M +330,336 +475%
PEA
69
Pacific Edge Advisors
California
$6.05M -$3.94M -233,420 -37%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$5.98M -$58.5K -3,460 -0.9%
SIA
71
Starfire Investment Advisers
Michigan
$5.91M +$2.35M +138,852 +55%
SWRP
72
Summit Wealth & Retirement Planning
California
$5.9M +$6.58M +389,108 New
PRS
73
Pinkerton Retirement Specialists
Idaho
$5.79M +$588K +34,800 +10%
WCM
74
Weatherstone Capital Management
Colorado
$5.65M +$5.01M +296,532 New
CFMC
75
Curbstone Financial Management Corp
New Hampshire
$5.5M +$38.9K +2,304 +0.6%
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