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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
751
Callan Family Office
Pennsylvania
$582K +$51.2K +1,550 +11%
LIA
752
LBMC Investment Advisors
Tennessee
$581K – – –
HCP
753
Hardin Capital Partners
South Carolina
$578K +$42.7K +1,291 +9%
SMC
754
Smith, Moore & Co
Missouri
$577K +$93.6K +2,832 +22%
PHIC
755
Pine Haven Investment Counsel
Massachusetts
$577K +$9.91K +300 +2%
ODIJL
756
One Day In July LLC
Vermont
$574K – – –
HCP
757
Hexagon Capital Partners
Arkansas
$573K +$6.31K +191 +1%
CFP
758
Cascade Financial Partners
California
$573K +$9.58K +290 +2%
HFO
759
Heritage Family Offices
Arizona
$573K -$6.97K -211 -1%
PEWA
760
Pacific Excel Wealth Advisors
California
$573K +$524K +15,853 New
CAG
761
Curtis Advisory Group
California
$572K -$21.8K -660 -4%
DM
762
Diversified Management
Wisconsin
$571K +$2.48K +75 +0.5%
TP
763
Tranquility Partners
Tennessee
$570K -$15.5K -470 -3%
MCP
764
Mirador Capital Partners
California
$568K -$1.55K -47 -0.3%
BEI
765
Benjamin Edwards Inc
Missouri
$564K +$9.91K +300 +2%
PWP
766
Principle Wealth Partners
Connecticut
$559K – – –
SPC
767
Sigma Planning Corp
Michigan
$556K +$129K +3,911 +34%
WWM
768
Western Wealth Management
Colorado
$555K -$24.7K -747 -5%
SAW
769
Signal Advisors Wealth
Michigan
$551K -$67.6K -2,047 -12%
GIA
770
Gladstone Institutional Advisory
Florida
$551K +$13.3K +402 +3%
FNBOMD
771
First National Bank of Mount Dora
Florida
$549K – – –
EWM
772
Evermay Wealth Management
Virginia
$548K -$88.4K -2,674 -15%
FCA
773
Fortis Capital Advisors
Kansas
$547K -$27K -817 -5%
SOS
774
Silver Oak Securities
Tennessee
$544K -$52.2K -1,579 -9%
BFC
775
Bedel Financial Consulting
Indiana
$544K -$2.54K -77 -0.5%
29 30
31
32 33