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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
826
Stordahl Capital Management
Colorado
$463K – – –
SWM
827
Sendero Wealth Management
Texas
$463K +$463 +14 +0.1%
JWM
828
JPL Wealth Management
Colorado
$463K – – –
MA
829
MONECO Advisors
Connecticut
$462K -$9.55K -289 -2%
GWM
830
Geneos Wealth Management
Colorado
$457K +$15K +454 +4%
CWM
831
Connecticut Wealth Management
Connecticut
$452K +$66 +2 +0%
ICP
832
Impact Capital Partners
Colorado
$452K +$1.19K +36 +0.3%
FRA
833
Front Row Advisors
California
$450K – – –
SL
834
Summitry LLC
California
$449K -$31.7K -960 -7%
ES
835
ETF Store
Kansas
$449K -$2.78K -84 -0.7%
BA
836
Bridgewater Advisors
New York
$448K -$37.5K -1,136 -8%
SRCM
837
Signature Resources Capital Management
California
$448K -$21.4K -648 -5%
GPWA
838
Gaddis Premier Wealth Advisors
Oklahoma
$447K +$409K +12,376 New
SAG
839
SageView Advisory Group
California
$446K +$3.63K +110 +0.9%
DA
840
Drake & Associates
Wisconsin
$445K – – –
FWM
841
Focused Wealth Management
New York
$444K -$5.35K -162 -1%
KIA
842
KCM Investment Advisors
California
$441K +$403K +12,202 New
FFM
843
Forum Financial Management
Illinois
$441K -$20.4K -616 -5%
GIP
844
Granite Investment Partners
California
$436K +$2.48K +75 +0.6%
PD
845
Planning Directions
Pennsylvania
$434K -$42.8K -1,294 -10%
BWP
846
BSW Wealth Partners
Colorado
$433K +$80.7K +2,443 +26%
RIM
847
Rockbridge Investment Management
New York
$432K +$892 +27 +0.2%
MWP
848
Madison Wealth Partners
Wisconsin
$431K +$50.9K +1,540 +15%
FA
849
Fagan Associates
New York
$428K -$9.91K -300 -2%
RRA
850
Round Rock Advisors
Connecticut
$428K +$694 +21 +0.2%
32 33
34
35 36