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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
726
LifeSteps Financial
California
$225K -$5.84K -266 -2%
FPAS
727
Focus Partners Advisor Solutions
Missouri
$224K +$238K +10,828 New
MA
728
MCF Advisors
Kentucky
$221K +$96.6K +4,400 +70%
PCM
729
Palouse Capital Management
Washington
$218K -$38.8K -1,768 -14%
RWM
730
RBA Wealth Management
California
$218K +$2.59K +118 +1%
TC
731
Telemus Capital
Michigan
$218K – – –
FNBT
732
FineMark National Bank & Trust
Florida
$218K -$723K -32,968 -76%
NWMG
733
National Wealth Management Group
Ohio
$218K -$834 -38 -0.4%
PAMG
734
Patton Albertson Miller Group
Tennessee
$217K -$12K -548 -5%
MWP
735
Madison Wealth Partners
Wisconsin
$217K +$12.3K +560 +6%
WCF
736
West Coast Financial
California
$213K – – –
CRC
737
Curi RMB Capital
Illinois
$213K +$15.2K +692 +7%
PWS
738
Paragon Wealth Strategies
Florida
$210K +$17K +774 +8%
AWM
739
Atticus Wealth Management
Florida
$210K +$834 +38 +0.4%
SFP
740
Sweet Financial Partners
Minnesota
$210K +$6.93K +316 +3%
PFPT
741
Pinnacle Financial Partners (Tennessee)
Tennessee
$209K +$790 +36 +0.4%
JFG
742
JMG Financial Group
Illinois
$208K – – –
KCM
743
Kathmere Capital Management
Pennsylvania
$208K +$1.84K +84 +0.8%
HF
744
HRT Financial
New York
$206K +$218K +9,954 New
G
745
Gainplan
Michigan
$205K +$5.09K +232 +2%
GB
746
Goepper Burkhardt
South Carolina
$204K – – –
MAG
747
Mayfair Advisory Group
Alabama
$204K +$4.39K +200 +2%
APW
748
Austin Private Wealth
Texas
$204K +$4.43K +202 +2%
AP
749
Adero Partners
California
$204K +$216K +9,834 New
CAG
750
Crestwood Advisors Group
Massachusetts
$203K -$12.6K -572 -6%
28 29
30
31 32