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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
826
Capital Advisors Ltd
Ohio
$468K -$79.8K -2,416 -16%
WAG
827
Windsor Advisory Group
Ohio
$468K -$1.03M -31,135 -71%
SCFS
828
Stewardship Concepts Financial Services
Washington
$465K +$26.5K +803 +7%
KCM
829
Kathmere Capital Management
Pennsylvania
$465K +$33.3K +1,009 +9%
SCM
830
Stordahl Capital Management
Colorado
$463K – – –
SWM
831
Sendero Wealth Management
Texas
$463K +$463 +14 +0.1%
JWM
832
JPL Wealth Management
Colorado
$463K – – –
MA
833
MONECO Advisors
Connecticut
$462K -$9.55K -289 -2%
GWM
834
Geneos Wealth Management
Colorado
$457K +$15K +454 +4%
CWM
835
Connecticut Wealth Management
Connecticut
$452K +$66 +2 +0%
ICP
836
Impact Capital Partners
Colorado
$452K +$1.19K +36 +0.3%
FRA
837
Front Row Advisors
California
$450K – – –
SL
838
Summitry LLC
California
$449K -$31.7K -960 -7%
ES
839
ETF Store
Kansas
$449K -$2.78K -84 -0.7%
BA
840
Bridgewater Advisors
New York
$448K -$37.5K -1,136 -8%
SRCM
841
Signature Resources Capital Management
California
$448K -$21.4K -648 -5%
GPWA
842
Gaddis Premier Wealth Advisors
Oklahoma
$447K +$409K +12,376 New
SAG
843
SageView Advisory Group
California
$446K +$3.63K +110 +0.9%
DA
844
Drake & Associates
Wisconsin
$445K – – –
FWM
845
Focused Wealth Management
New York
$444K -$5.35K -162 -1%
KIA
846
KCM Investment Advisors
California
$441K +$403K +12,202 New
FFM
847
Forum Financial Management
Illinois
$441K -$20.4K -616 -5%
GIP
848
Granite Investment Partners
California
$436K +$2.48K +75 +0.6%
PD
849
Planning Directions
Pennsylvania
$434K -$42.8K -1,294 -10%
BWP
850
BSW Wealth Partners
Colorado
$433K +$80.7K +2,443 +26%
32 33
34
35 36