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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
751
Gleason Group
Kentucky
$21K – – –
TCWA
752
Ten Capital Wealth Advisors
Washington
$21K – – –
EPM
753
Elm Partners Management
Pennsylvania
$20K – – –
BWM
754
Baystate Wealth Management
Massachusetts
$20K +$98 +4 +0.5%
APWA
755
Atlas Private Wealth Advisors
New Jersey
$20K +$12.4K +504 +168%
BC
756
Barnett & Company
Tennessee
$20K +$19.7K +800 New
NG
757
NWK Group
California
$19K – – –
SIS
758
Sound Income Strategies
Florida
$18.2K +$18K +732 New
MA
759
MCF Advisors
Kentucky
$18K – – –
PSB
760
Piscataqua Savings Bank
New Hampshire
$18K +$17.8K +724 New
CA
761
Clearstead Advisors
Ohio
$17K -$1.48K -60 -8%
AWM
762
Accel Wealth Management
Iowa
$17K – – –
TCM
763
TD Capital Management
Tennessee
$17K – – –
HFS
764
Hantz Financial Services
Michigan
$16K +$1.48K +60 +10%
CTC
765
Central Trust Company
Missouri
$16K +$15.4K +628 New
PWM
766
Prentice Wealth Management
New York
$16K +$15.6K +636 New
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$15.7K +640 New
SWA
768
SOA Wealth Advisors
New York
$15K – – –
WP
769
WealthShield Partners
North Carolina
$15K +$14.6K +592 New
CMA
770
Cedar Mountain Advisors
Oregon
$14K -$1.18K -48 -8%
HI
771
Hoey Investments
Pennsylvania
$14K – – –
APW
772
Acima Private Wealth
Virginia
$13K – – –
CCM
773
Covington Capital Management
California
$13K – – –
ATC
774
Adirondack Trust Company
New York
$13K +$12.9K +524 New
GFPC
775
Global Financial Private Client
Florida
$12.5K – – –
29 30
31
32 33