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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
801
Kalos Management
Georgia
$67.3K – – –
AWA
802
Alaska Wealth Advisors
Alaska
$65.8K +$67.4K +3,138 New
RWM
803
Raffa Wealth Management
District of Columbia
$65.7K – – –
CAM
804
Costello Asset Management
Pennsylvania
$65.6K – – –
GIP
805
Granite Investment Partners
California
$63.8K – – –
GCM
806
Gables Capital Management
Florida
$63.5K – – –
NECFA
807
New England Capital Financial Advisors
Connecticut
$62.8K – – –
RFA
808
Resurgent Financial Advisors
Georgia
$62.6K – – –
IWP
809
IAG Wealth Partners
Wisconsin
$60.1K +$40.1K +1,866 +187%
TFP
810
Tilia Fiduciary Partners
North Carolina
$59.8K +$129 +6 +0.2%
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$59K +$60.4K +2,810 New
RCM
812
Raleigh Capital Management
North Carolina
$58.9K -$7.78K -362 -11%
BC
813
Barrett & Company
Rhode Island
$55.8K – – –
HNB
814
Huntington National Bank
Ohio
$52.7K – – –
LC
815
Lindbrook Capital
California
$48.8K – – –
HCP
816
Hexagon Capital Partners
Arkansas
$48.1K +$3.78K +176 +8%
GWS
817
Glassman Wealth Services
Virginia
$47.1K +$48.3K +2,248 New
M
818
MOTCO
Texas
$46.4K – – –
BWP
819
Baldwin Wealth Partners
Massachusetts
$45.8K +$45.6K +2,120 +3,313%
SIS
820
Sound Income Strategies
Florida
$44.6K +$15K +696 +49%
TFGT
821
TS Financial Group (TSFG)
Illinois
$44K +$86 +4 +0.2%
GBT
822
Grove Bank & Trust
Florida
$43.6K – – –
PP
823
PDS Planning
Ohio
$43.4K +$7.87K +366 +22%
BCM
824
Blume Capital Management
California
$42.6K – – –
TCWA
825
Ten Capital Wealth Advisors
Washington
$42.4K -$6.1K -284 -12%
31 32
33
34 35