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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
801
1834 Investment Advisors
Wisconsin
$2K -$1.87K -76 -50%
MSFP
802
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
OAJ
803
Ogorek Anthony Joseph
New York
$2K – – –
FFA
804
Founders Financial Alliance
North Carolina
$2K +$1.57K +64 New
PFA
805
Professional Financial Advisors
Nebraska
$2K +$1.67K +68 New
FCB
806
First Command Bank
Texas
$2K +$2.26K +92 New
FCFS
807
First Command Financial Services
Texas
$2K +$2.26K +92 New
BCMIO
808
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
FP
809
Fiduciary Planning
Florida
$1K – – –
LDFR
810
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
TFM
811
TFC Financial Management
Massachusetts
$1K – – –
MIM
812
Macroview Investment Management
Maryland
$1K +$394 +16 +133%
PCA
813
Providence Capital Advisors
North Carolina
$1K +$984 +40 New
BMD
814
Better Money Decisions
New Mexico
$1K +$1.48K +60 New
DOA
815
D'Orazio & Associates
Virginia
$1K +$1.48K +60 New
KFS
816
Kelly Financial Services
Massachusetts
$307 – – –
WIM
817
Westside Investment Management
California
$6 +$3.74K +152 +131%
FFN
818
Focus Financial Network
Minnesota
– -$10M -450,456 Closed
AAM
819
Ascension Asset Management
New York
– -$9.56M -429,700 Closed
ABC
820
Associated Banc-Corp
Wisconsin
– -$3.58M -161,096 Closed
AI
821
Atria Investments
North Carolina
– -$3.07M -138,132 Closed
PPA
822
Parametric Portfolio Associates
Washington
– -$2.15M -96,524 Closed
FTUS
823
Flow Traders U.S.
New York
– -$1.6M -72,112 Closed
FI
824
FormulaFolio Investments
Michigan
– -$1.55M -69,612 Closed
PFM
825
Phillips Financial Management
Indiana
– -$1.27M -57,004 Closed
31 32
33
34 35