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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
726
Crestwood Advisors Group
Massachusetts
$210K +$213K +10,380 New
SHA
727
Seneca House Advisors
Virginia
$209K +$212K +10,326 New
JFG
728
JMG Financial Group
Illinois
$209K +$211K +10,296 New
CPA
729
Cardiff Park Advisors
California
$209K +$902 +44 +0.4%
FG
730
Fiduciary Group
Georgia
$207K -$43.6K -2,128 -17%
LFG
731
Leverty Financial Group
Wisconsin
$206K +$209K +10,182 New
EW
732
Evoke Wealth
California
$206K – – –
OAM
733
Oppenheimer Asset Management
New York
$206K +$208K +10,146 New
GB
734
Goepper Burkhardt
South Carolina
$204K +$206K +10,052 New
IC
735
IEQ Capital
California
$203K +$206K +10,034 New
G
736
Gainplan
Michigan
$203K +$205K +10,018 New
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$202K +$1.02K +50 +0.5%
CA
738
Clearstead Advisors
Ohio
$201K +$44.9K +2,192 +28%
BEW
739
Burton Enright Welch
California
$201K -$28.4K -1,386 -12%
CPP
740
Capasso Planning Partners
South Carolina
$201K +$203K +9,902 New
RWM
741
RBA Wealth Management
California
$200K +$203K +9,890 New
SWM
742
Spire Wealth Management
Virginia
$197K +$51.9K +2,534 +35%
CIAS
743
Capital Investment Advisory Services
North Carolina
$184K -$227K -11,056 -55%
LWANC
744
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K – – –
GWMI
745
Guardian Wealth Management (Illinois)
Illinois
$178K -$37.3K -1,820 -17%
HWM
746
Horizons Wealth Management
North Carolina
$178K – – –
CFD
747
Creative Financial Designs
Indiana
$176K -$51.3K -2,504 -22%
GWM
748
Geneos Wealth Management
Colorado
$171K +$26.3K +1,284 +18%
KA
749
Kozak & Associates
Colorado
$171K – – –
DWP
750
Destiny Wealth Partners
Florida
$158K -$9.06K -442 -5%
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