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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Sendero Wealth Management
Texas
$330K – – –
MMA
752
Miracle Mile Advisors
California
$330K -$48.4K -1,948 -13%
BW
753
Bison Wealth
Georgia
$328K +$1.19K +48 +0.4%
LA
754
Lifeworks Advisors
Michigan
$328K +$316K +12,746 New
AC
755
Apella Capital
Connecticut
$327K +$320K +12,890 New
SCM
756
Stordahl Capital Management
Colorado
$326K +$149 +6 +0%
PMSA
757
Patrick M. Sweeney & Associates
Illinois
$326K +$68.3K +2,750 +28%
FA
758
Fagan Associates
New York
$324K +$8K +322 +3%
CIA
759
Cascade Investment Advisors
Oregon
$323K -$9.93K -400 -3%
SSB
760
Sandy Spring Bank
Maryland
$322K +$7.9K +318 +3%
FM
761
Foster & Motley
Ohio
$321K +$22K +886 +8%
PVI
762
Pine Valley Investments
New Jersey
$319K +$21.1K +850 +7%
CT
763
Clearstead Trust
Maine
$319K – – –
HWA
764
HCR Wealth Advisors
California
$319K +$63K +2,536 +26%
MCM
765
Mainstay Capital Management
Michigan
$318K -$446K -17,966 -59%
BAAM
766
Baker Avenue Asset Management
California
$317K +$28.6K +1,150 +10%
GWM
767
GSB Wealth Management
Connecticut
$316K -$29.1K -1,172 -9%
GIA
768
Gladstone Institutional Advisory
Florida
$314K -$70.4K -2,834 -19%
S
769
Sachetta
Massachusetts
$313K -$1.79K -72 -0.6%
PFGIA
770
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$2.63K -106 -0.9%
BC
771
Bowman & Company
Wisconsin
$309K +$1.99K +80 +0.7%
NA
772
Nottingham Advisors
New York
$309K – – –
TWM
773
Triton Wealth Management
Arizona
$309K -$176K -7,078 -37%
SWM
774
Selective Wealth Management
Virginia
$306K -$19.3K -776 -6%
RWM
775
RBA Wealth Management
California
$302K -$894 -36 -0.3%
29 30
31
32 33