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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
801
NewEdge Wealth
Pennsylvania
$324K – – –
KFA
802
Kelleher Financial Advisors
New York
$322K – – –
BRWM
803
Blue Rock Wealth Management
North Carolina
$322K +$214 +8 +0.1%
GIA
804
Gladstone Institutional Advisory
Florida
$320K +$28.5K +1,067 +10%
CSP
805
Cary Street Partners
Virginia
$320K -$1.07K -40 -0.3%
WHCFA
806
William Howard & Co Financial Advisors
Tennessee
$319K +$989 +37 +0.3%
PWA
807
Portus Wealth Advisors
North Carolina
$315K +$302K +11,300 New
AWM
808
Accurate Wealth Management
Florida
$313K -$5.8K -217 -2%
AUB
809
Atlantic Union Bankshares
Virginia
$312K -$17.9K -668 -6%
PFM
810
Peak Financial Management
Massachusetts
$309K +$32K +1,195 +12%
TWM
811
Triton Wealth Management
Arizona
$309K -$99.3K -3,714 -25%
CW
812
Curio Wealth
Maryland
$308K +$1.6K +60 +0.5%
WCFA
813
Walkner Condon Financial Advisors
Wisconsin
$307K +$3.98K +149 +1%
DIM
814
Delta Investment Management
California
$306K -$348 -13 -0.1%
KFS
815
Kaizen Financial Strategies
California
$304K +$8.8K +329 +3%
FM
816
Foster & Motley
Ohio
$301K +$15.1K +565 +6%
AFA
817
Allium Financial Advisors
Oregon
$300K +$829 +31 +0.3%
AA
818
Armis Advisers
Georgia
$300K +$53 +2 +0%
CFP
819
Cascade Financial Partners
California
$299K +$4.84K +181 +2%
WWM
820
Western Wealth Management
Colorado
$297K -$2.86K -107 -1%
CGA
821
Crescent Grove Advisors
Illinois
$294K – – –
FNBT
822
FineMark National Bank & Trust
Florida
$294K -$71.7K -2,680 -20%
B
823
Birchbrook
Maine
$294K – – –
RWA
824
River Wealth Advisors
Pennsylvania
$293K +$280K +10,486 New
VHAM
825
Van Hulzen Asset Management
California
$292K -$27K -1,011 -9%
31 32
33
34 35