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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
801
Round Rock Advisors
Connecticut
$297K +$567 +24 +0.2%
JCM
802
J2 Capital Management
Michigan
$297K – – –
BWA
803
Bordeaux Wealth Advisors
California
$295K +$276K +11,669 New
VWM
804
Vermillion Wealth Management
Minnesota
$295K -$35.6K -1,507 -11%
KFA
805
Kelleher Financial Advisors
New York
$292K – – –
BRWM
806
Blue Rock Wealth Management
North Carolina
$292K +$118 +5 +0%
CSP
807
Cary Street Partners
Virginia
$291K +$272K +11,495 New
VHAM
808
Van Hulzen Asset Management
California
$291K +$12.5K +527 +5%
SPC
809
Sigma Planning Corp
Michigan
$290K +$63.9K +2,703 +31%
WHCFA
810
William Howard & Co Financial Advisors
Tennessee
$289K +$875 +37 +0.3%
IA
811
IFG Advisory
Georgia
$286K +$25.4K +1,076 +11%
S
812
Sachetta
Massachusetts
$284K +$71 +3 +0%
AC
813
Apella Capital
Connecticut
$282K +$47 +2 +0%
CP
814
Camelot Portfolios
Ohio
$281K – – –
CW
815
Curio Wealth
Maryland
$278K +$260K +10,993 +366,433%
AA
816
Armis Advisers
Georgia
$278K -$23.6K -998 -9%
DIM
817
Delta Investment Management
California
$278K +$24 +1 +0%
DADC
818
D.A. Davidson & Co
Montana
$277K +$20.7K +876 +9%
SWM
819
Selective Wealth Management
Virginia
$277K -$1.18K -50 -0.5%
AFS
820
Access Financial Services
Minnesota
$277K -$6.1K -258 -2%
WCFA
821
Walkner Condon Financial Advisors
Wisconsin
$275K -$276K -11,661 -52%
AW
822
Alteri Wealth
California
$273K -$44K -1,862 -15%
WWM
823
Western Wealth Management
Colorado
$272K -$4.87K -206 -2%
KFS
824
Kaizen Financial Strategies
California
$271K -$163K -6,874 -39%
AFA
825
Allium Financial Advisors
Oregon
$271K +$780 +33 +0.3%
31 32
33
34 35