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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
751
Nottingham Advisors
New York
$295K -$15.3K -652 -5%
SSB
752
Sandy Spring Bank
Maryland
$295K +$5.86K +250 +2%
BC
753
Bowman & Company
Wisconsin
$294K +$656 +28 +0.2%
FCA
754
FLC Capital Advisors
California
$293K – – –
PG
755
Proffitt & Goodson
Tennessee
$293K -$83.4K -3,560 -23%
BAAM
756
Baker Avenue Asset Management
California
$292K +$16.4K +700 +6%
FWM
757
Finer Wealth Management
Massachusetts
$290K +$276K +11,794 New
RCM
758
Richardson Capital Management
Wisconsin
$287K +$65K +2,776 +31%
IC
759
IEQ Capital
California
$286K +$16.5K +706 +6%
GWCM
760
Godshalk Welsh Capital Management
Pennsylvania
$286K – – –
PVI
761
Pine Valley Investments
New Jersey
$284K +$24.2K +1,034 +10%
ECG
762
Edge Capital Group
Georgia
$284K – – –
EW
763
Evoke Wealth
California
$281K +$267K +11,410 New
WHCFA
764
William Howard & Co Financial Advisors
Tennessee
$280K +$267K +11,384 New
VV
765
Verity & Verity
South Carolina
$279K +$265K +11,324 New
AA
766
Alesco Advisors
New York
$278K -$39.1K -1,668 -13%
KWS
767
Keystone Wealth Services
California
$276K +$47 +2 +0%
PTB
768
Pioneer Trust Bank
Oregon
$276K – – –
FCC
769
Flower City Capital
New York
$275K -$703 -30 -0.3%
CWM
770
Castle Wealth Management
Florida
$274K – – –
AFA
771
Alpha Financial Advisors
North Carolina
$274K – – –
RWM
772
RBA Wealth Management
California
$274K +$7.54K +322 +3%
AL
773
Aspiriant LLC
California
$269K -$30.6K -1,306 -11%
VF
774
Vawter Financial
Ohio
$269K – – –
SCM
775
SOL Capital Management
Maryland
$268K -$671K -28,658 -72%
29 30
31
32 33