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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
826
Cross Staff Investments
New York
$223K -$45.1K -2,140 -18%
GWM
827
Geneos Wealth Management
Colorado
$223K +$9.36K +444 +5%
HGWM
828
Horst & Graben Wealth Management
Oregon
$223K -$124K -5,872 -38%
WI
829
Wedgewood Investors
Pennsylvania
$221K +$197K +9,344 New
SCM
830
Sebold Capital Management
Illinois
$219K -$9.86K -468 -5%
BEW
831
Burton Enright Welch
California
$219K +$195K +9,268 New
FG
832
Fiduciary Group
Georgia
$218K -$9.61K -456 -5%
BIG
833
Builder Investment Group
Georgia
$218K +$195K +9,242 New
CWM
834
Connecticut Wealth Management
Connecticut
$218K +$195K +9,232 New
PTCG
835
Pring Turner Capital Group
California
$217K +$194K +9,200 New
RIS
836
Retirement Income Solutions
Michigan
$217K +$194K +9,196 New
BWA
837
Bordeaux Wealth Advisors
California
$217K +$194K +9,186 New
CWA
838
Continuum Wealth Advisors
New York
$217K +$193K +9,176 New
FMN
839
Financial Management Network
California
$216K +$199K +9,462 New
NSIM
840
North Star Investment Management
Illinois
$215K +$51K +2,420 +36%
G
841
Gainplan
Michigan
$214K -$17.7K -840 -9%
CAAS
842
Capital Asset Advisory Services
Michigan
$212K -$55.2K -2,618 -23%
AWM
843
Axxcess Wealth Management
California
$212K -$46.9K -2,224 -20%
FA
844
Fiduciary Alliance
South Carolina
$212K +$189K +8,962 New
PFM
845
Peak Financial Management
Massachusetts
$211K -$48.7K -2,312 -21%
RCM
846
Richardson Capital Management
Wisconsin
$210K +$187K +8,888 New
HPA
847
High Probability Advisors
New York
$209K +$186K +8,840 New
APW
848
Austin Private Wealth
Texas
$208K -$22K -1,042 -11%
MFA
849
Mayflower Financial Advisors
Massachusetts
$208K +$186K +8,808 New
JLBC
850
J.L. Bainbridge & Co
Florida
$208K +$186K +8,808 New
32 33
34
35 36