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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
726
Triton Wealth Management
Arizona
$386K +$348K +14,725 New
FNBOMD
727
First National Bank of Mount Dora
Florida
$385K – – –
CIA
728
Capital Investment Advisors
Georgia
$381K -$1.94K -82 -0.5%
GWA
729
Geometric Wealth Advisors
District of Columbia
$381K -$44.7K -1,891 -11%
S
730
SignatureFD
Georgia
$379K -$51.7K -2,188 -13%
CAM
731
Clark Asset Management
New Hampshire
$379K +$354K +14,987 New
BW
732
BIP Wealth
Georgia
$378K -$42.1K -1,781 -11%
SPA
733
Sentinel Pension Advisors
Massachusetts
$376K +$7.75K +328 +2%
CW
734
CreativeOne Wealth
Kansas
$375K -$1.82K -77 -0.5%
JWM
735
Jeppson Wealth Management
California
$374K -$6.24K -264 -2%
MPIA
736
Milestones Private Investment Advisors
New York
$373K +$348K +14,733 New
PA
737
Planning Alternatives
Michigan
$371K -$1.54K -65 -0.4%
BFC
738
Bedel Financial Consulting
Indiana
$370K +$260 +11 +0.1%
CFO
739
Callan Family Office
Pennsylvania
$368K – – –
HCP
740
Hexagon Capital Partners
Arkansas
$366K +$43.9K +1,857 +15%
MCP
741
Mirador Capital Partners
California
$365K -$1.89K -80 -0.6%
HT
742
Heritage Trust
Oklahoma
$363K -$67.9K -2,871 -17%
GCA
743
Genesee Capital Advisors
New York
$362K +$1.11K +47 +0.3%
TWA
744
TCI Wealth Advisors
Arizona
$362K +$23.4K +990 +7%
DFA
745
DHK Financial Advisors
New Hampshire
$361K -$55.7K -2,354 -14%
FF
746
Fairway Financial
Florida
$358K +$14.2K +602 +4%
CWM
747
Cabot Wealth Management
Massachusetts
$358K -$30.3K -1,280 -8%
OAM
748
Oppenheimer Asset Management
New York
$358K +$1.04K +44 +0.3%
CCA
749
Clarity Capital Advisors
Florida
$356K +$1.09K +46 +0.3%
CA
750
Continuum Advisory
Idaho
$355K +$158K +6,699 +91%
28 29
30
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