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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Planning Alternatives
Michigan
$385K -$12.6K -472 -3%
MWA
752
Medallion Wealth Advisors
Connecticut
$383K +$396K +14,880 New
DB
753
Dravo Bay
Delaware
$382K +$393K +14,763 New
RIM
754
Rockbridge Investment Management
New York
$381K -$60.8K -2,286 -13%
SSW
755
Stone Summit Wealth
Florida
$379K -$36.8K -1,383 -9%
FNBT
756
FineMark National Bank & Trust
Florida
$378K -$16.2K -608 -4%
CFO
757
Callan Family Office
Pennsylvania
$376K +$387K +14,548 New
PFA
758
Pure Financial Advisors
California
$375K -$239 -9 -0.1%
MCP
759
Mirador Capital Partners
California
$375K -$40.3K -1,516 -9%
SIMG
760
Sonora Investment Management Group
Arizona
$372K +$15.3K +574 +4%
CW
761
CreativeOne Wealth
Kansas
$371K +$13.4K +504 +4%
CAL
762
Capital Advisors Ltd
Ohio
$371K +$35.3K +1,325 +10%
SSA
763
Sierra Summit Advisors
Nevada
$369K +$12.4K +465 +3%
GCA
764
Genesee Capital Advisors
New York
$368K +$378K +14,222 New
CIA
765
Compass Investment Advisers
Oregon
$363K +$374K +14,038 New
OAM
766
Oppenheimer Asset Management
New York
$363K +$1.2K +45 +0.3%
SMA
767
Seven Mile Advisory
New Jersey
$362K – – –
SWM
768
Spire Wealth Management
Virginia
$362K +$7.9K +297 +2%
PPWM
769
Perissos Private Wealth Management
Oklahoma
$361K +$27.6K +1,037 +8%
KFS
770
Kaizen Financial Strategies
California
$361K +$10.6K +398 +3%
AP
771
Adero Partners
California
$355K – – –
BCM
772
Brookstone Capital Management
Illinois
$355K -$31.2K -1,171 -8%
DIA
773
Dana Investment Advisors
Wisconsin
$355K +$18.9K +709 +5%
FF
774
Farnam Financial
Arizona
$353K +$132K +4,965 +57%
PFT
775
Providence First Trust
Arizona
$353K -$123K -4,626 -25%
29 30
31
32 33