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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
776
Patrick M. Sweeney & Associates
Illinois
$353K +$26.7K +1,003 +8%
AV
777
Aspiring Ventures
Ohio
$353K +$354K +13,291 New
CI
778
Cordant Inc
Oregon
$352K -$2.98K -112 -0.8%
HCP
779
Hardin Capital Partners
South Carolina
$351K -$10.1K -378 -3%
TWA
780
TCI Wealth Advisors
Arizona
$350K +$2.1K +79 +0.6%
PVI
781
Pine Valley Investments
New Jersey
$350K +$29.8K +1,119 +9%
SHJ
782
Sharkey, Howes & Javer
Colorado
$348K -$63.2K -2,377 -15%
FRA
783
Front Row Advisors
California
$347K -$6.39K -240 -2%
SCM
784
Stordahl Capital Management
Colorado
$346K +$14.4K +540 +4%
PWA
785
Physician Wealth Advisors
Utah
$345K -$353K -13,277 -50%
GCM
786
Glaxis Capital Management
Florida
$343K +$2.66K +100 +0.8%
LWM
787
Laidlaw Wealth Management
New York
$343K +$213 +8 +0.1%
AW
788
Alteri Wealth
California
$343K +$353K +13,256 New
SWA
789
SFMG Wealth Advisors
Texas
$340K +$2.13K +80 +0.6%
SA
790
Skyline Advisors
Washington
$337K -$62.3K -2,342 -15%
SBIA
791
Sheaff Brock Investment Advisors
Indiana
$337K -$367K -13,800 -51%
LWM
792
Lionshead Wealth Management
New York
$336K +$345K +12,976 New
HFP
793
Holistic Financial Partners
Indiana
$334K +$239 +9 +0.1%
TWM
794
Triton Wealth Management
Arizona
$334K -$106 -4 -0%
AC
795
Apella Capital
Connecticut
$334K +$239 +9 +0.1%
SWM
796
Sendero Wealth Management
Texas
$331K – – –
RIA
797
Regal Investment Advisors
Michigan
$331K -$754K -28,353 -69%
SAG
798
SageView Advisory Group
California
$331K +$340K +12,785 New
BWM
799
BankPlus Wealth Management
Mississippi
$329K +$338K +12,706 New
FMWA
800
Forvis Mazars Wealth Advisors
Missouri
$328K -$167K -6,295 -33%
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