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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$349K -$5.35K -200 -2%
IRP
777
Investment Research Partners
Pennsylvania
$348K +$331K +12,367 New
HWA
778
HCR Wealth Advisors
California
$348K +$53 +2 +0%
ICP
779
Impact Capital Partners
Colorado
$346K +$331K +12,397 New
LF
780
LifeSteps Financial
California
$345K +$13.9K +519 +4%
SCM
781
SOL Capital Management
Maryland
$343K -$2.65K -99 -0.8%
RWM
782
RBA Wealth Management
California
$342K +$7.46K +279 +2%
CAP
783
Columbia Advisory Partners
Washington
$341K -$98.4K -3,680 -23%
FWM
784
Focused Wealth Management
New York
$340K +$1.74K +65 +0.5%
GIP
785
Granite Investment Partners
California
$339K – – –
AIM
786
Advyzon Investment Management
Illinois
$338K +$97.2K +3,635 +43%
CI
787
Cordant Inc
Oregon
$337K +$160 +6 +0%
C1AG
788
Client 1st Advisory Group
Florida
$336K +$49.2K +1,840 +18%
GWM
789
Geneos Wealth Management
Colorado
$336K -$5.1M -190,778 -94%
FCH
790
Freestone Capital Holdings
Washington
$335K -$40.3K -1,508 -11%
GVAG
791
Great Valley Advisor Group
Delaware
$334K -$93.4K -3,492 -23%
IA
792
IFG Advisory
Georgia
$331K +$15.3K +572 +5%
RRA
793
Round Rock Advisors
Connecticut
$331K +$3.02K +113 +1%
RWB
794
RMR Wealth Builders
New Jersey
$330K -$39.8K -1,488 -11%
DA
795
Drake & Associates
Wisconsin
$330K +$316K +11,816 New
RIM
796
Rockbridge Investment Management
New York
$329K -$989 -37 -0.3%
KCM
797
Kathmere Capital Management
Pennsylvania
$328K -$428 -16 -0.1%
JCM
798
J2 Capital Management
Michigan
$327K – – –
VF
799
Vawter Financial
Ohio
$327K +$313K +11,708 New
NW
800
NewEdge Wealth
Pennsylvania
$324K – – –
30 31
32
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