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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
751
Sebold Capital Management
Illinois
$202K +$132 +6 +0.1%
CW
752
CreativeOne Wealth
Kansas
$201K -$105K -4,768 -33%
FG
753
Fiduciary Group
Georgia
$201K -$3.6K -164 -2%
GWM
754
Geneos Wealth Management
Colorado
$186K +$77.7K +3,540 +65%
HWM
755
Horizons Wealth Management
North Carolina
$182K – – –
KA
756
Kozak & Associates
Colorado
$171K – – –
BHWM
757
Beaird Harris Wealth Management
Texas
$158K – – –
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$155K -$9.13K -416 -5%
NSG
759
Nalls Sherbakoff Group
Tennessee
$151K – – –
OIA
760
Optimum Investment Advisors
Illinois
$143K +$3.03K +138 +2%
BFPW
761
BOK Financial Private Wealth
Colorado
$142K -$2.81K -128 -2%
KSWA
762
Kathleen S. Wright Associates
Pennsylvania
$141K +$1.36K +62 +0.9%
NSIM
763
North Star Investment Management
Illinois
$138K – – –
GIP
764
Granite Investment Partners
California
$136K +$44 +2 +0%
ECM
765
Elgethun Capital Management
South Dakota
$134K -$132 -6 -0.1%
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
HCP
767
Hexagon Capital Partners
Arkansas
$130K +$87.7K +3,996 +175%
HL
768
HeadInvest LLC
Maine
$128K +$137K +6,256 New
FMII
769
Farmers & Merchants Investments Inc
Nebraska
$123K – – –
CIAS
770
Capital Investment Advisory Services
North Carolina
$118K -$12.1K -552 -9%
CFGS
771
Concourse Financial Group Securities
Alabama
$114K +$6.63K +302 +6%
TAM
772
Tucker Asset Management
Colorado
$114K +$112K +5,120 +1,376%
RF
773
Robbins Farley
New Hampshire
$112K +$8.25K +376 +7%
FPF
774
First Pacific Financial
Washington
$111K +$439 +20 +0.4%
WWP
775
WR Wealth Planners
Missouri
$111K -$3.82K -174 -3%
29 30
31
32 33