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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
751
Compass Capital Corp
Massachusetts
$457K -$7.61K -254 -2%
AWA
752
Arkadios Wealth Advisors
Georgia
$456K +$201K +6,693 +74%
HCP
753
Hexagon Capital Partners
Arkansas
$456K +$180 +6 +0%
PHIC
754
Pine Haven Investment Counsel
Massachusetts
$455K -$1.77K -59 -0.4%
BFS
755
Bradley Foster & Sargent
Connecticut
$453K +$2.52K +84 +0.5%
PMSA
756
Patrick M. Sweeney & Associates
Illinois
$453K +$9.77K +326 +2%
CFP
757
Cascade Financial Partners
California
$453K +$151K +5,041 +48%
PWP
758
Principle Wealth Partners
Connecticut
$450K – – –
FWM
759
Finer Wealth Management
Massachusetts
$450K -$161K -5,383 -26%
SPIA
760
Steward Partners Investment Advisory
New York
$448K +$18.1K +605 +4%
CAL
761
Capital Advisors Ltd
Ohio
$447K – – –
KFS
762
Kaizen Financial Strategies
California
$447K +$600 +20 +0.1%
BEI
763
Benjamin Edwards Inc
Missouri
$445K -$3K -100 -0.6%
CW
764
CreativeOne Wealth
Kansas
$445K +$7.25K +242 +2%
FNBOMD
765
First National Bank of Mount Dora
Florida
$442K – – –
BFC
766
Bedel Financial Consulting
Indiana
$440K +$150 +5 +0%
BWP
767
Balboa Wealth Partners
Arizona
$439K +$106K +3,529 +31%
CA
768
Continuum Advisory
Idaho
$437K +$24.3K +810 +6%
KOC
769
Koss-Olinger Consulting
Florida
$436K -$49.2K -1,641 -10%
IIA
770
Integrity Investment Advisors
Colorado
$433K -$32.7K -1,092 -7%
GIA
771
Gladstone Institutional Advisory
Florida
$432K +$112K +3,735 +34%
FCP
772
Fidelis Capital Partners
Florida
$430K +$72.2K +2,410 +19%
JWM
773
Jeppson Wealth Management
California
$429K -$1.32K -44 -0.3%
RA
774
Ruggaard & Associates
Ohio
$428K – – –
FCU
775
Financial Concepts Unlimited
Maine
$428K +$441K +14,703 New
29 30
31
32 33