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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
MV Capital Management
Maryland
$13K +$12.8K +500 New
RA
802
Resolute Advisors
California
$11K +$10.8K +424 New
FPS
803
Fieldpoint Private Securities
Connecticut
$10K – – –
SCA
804
Stonebridge Capital Advisors
Minnesota
$10K – – –
WWMSC
805
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$102 +4 +1%
KFI
806
Key Financial Inc
Pennsylvania
$10K +$10.1K +396 New
GI
807
Gradient Investments
Minnesota
$9K – – –
HCM
808
Horrell Capital Management
Arkansas
$9K – – –
ME
809
McIlrath & Eck
Washington
$9K – – –
CFG
810
CKW Financial Group
Hawaii
$9K +$9K +352 New
BAM
811
Bellevue Asset Management
Washington
$8K – – –
CCP
812
Clarkston Capital Partners
Michigan
$8K – – –
LWP
813
Lumature Wealth Partners
Georgia
$8K +$8.28K +324 New
JCM
814
Jacobi Capital Management
Pennsylvania
$7K – – –
ACA
815
Atlas Capital Advisors
Wyoming
$6.88K +$2.66K +104 +65%
FA
816
Financial Advantage
Maryland
$6K – – –
GWS
817
Glassman Wealth Services
Virginia
$6K – – –
WT
818
Washington Trust
Rhode Island
$6K +$6.14K +240 New
FP
819
Financial Perspectives
Minnesota
$5.11K – – –
HF
820
Halpern Financial
Virginia
$5K – – –
GIA
821
Goodwin Investment Advisory
Georgia
$5K +$4.7K +184 New
DAM
822
Delta Asset Management
Tennessee
$5K +$4.81K +188 New
AC
823
AlphaCore Capital
California
$4K – – –
FWM
824
Focused Wealth Management
New York
$4K – – –
HCP
825
Hexagon Capital Partners
Arkansas
$4K +$3.99K +156 New
31 32
33
34 35