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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
726
Signature Resources Capital Management
California
$413K -$718 -27 -0.2%
MFF
727
Michels Family Financial
Texas
$412K +$424K +15,948 New
BW
728
BIP Wealth
Georgia
$412K -$4.26K -160 -1%
CCA
729
Criterion Capital Advisors
Tennessee
$410K -$230K -8,637 -50%
PCM
730
Pennsylvania Capital Management
Pennsylvania
$409K +$19.5K +732 +5%
BTI
731
Blue Trust Inc
Georgia
$403K +$272K +10,216 +191%
VBFG
732
Vishria Bird Financial Group
Tennessee
$401K – – –
FHB
733
First Hawaiian Bank
Hawaii
$400K – – –
PWP
734
Principle Wealth Partners
Connecticut
$400K +$8.91K +335 +2%
SFGP
735
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$400K +$411K +15,454 New
FWS
736
FinDec Wealth Services
California
$398K -$550K -20,654 -57%
FCA
737
FLC Capital Advisors
California
$397K -$32.9K -1,238 -7%
KLI
738
Kelman-Lazarov Inc
Tennessee
$396K – – –
PRI
739
Prepared Retirement Institute
Pennsylvania
$394K -$46.6K -1,750 -10%
BFC
740
Bedel Financial Consulting
Indiana
$394K +$506 +19 +0.1%
FVIM
741
Fort Vancouver Investment Management
Washington
$393K -$6.6K -248 -2%
FNBOMD
742
First National Bank of Mount Dora
Florida
$393K – – –
SA
743
Stewardship Advisors
Pennsylvania
$393K +$61.8K +2,324 +18%
FA
744
Fiduciary Alliance
South Carolina
$390K +$13.5K +509 +3%
JWM
745
Jeppson Wealth Management
California
$389K -$2.4K -90 -0.6%
SPA
746
Sentinel Pension Advisors
Massachusetts
$388K +$186 +7 +0%
PFS
747
Prospera Financial Services
Texas
$388K +$125K +4,701 +46%
CB
748
Commerce Bank
Missouri
$386K -$1.06K -40 -0.3%
VWM
749
Vermillion Wealth Management
Minnesota
$386K +$397K +14,909 New
CWC
750
Carolinas Wealth Consulting
North Carolina
$385K -$18K -677 -4%
28 29
30
31 32