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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
826
Builder Investment Group
Georgia
$238K – – –
CIA
827
Capital Investment Advisors
Georgia
$238K -$2.73K -110 -1%
PTCG
828
Pring Turner Capital Group
California
$237K – – –
RIS
829
Retirement Income Solutions
Michigan
$237K – – –
JPWM
830
Jamison Private Wealth Management
Georgia
$235K +$497 +20 +0.2%
AWA
831
ARQ Wealth Advisors
Arizona
$233K +$227K +9,126 New
MWM
832
MBE Wealth Management
Wisconsin
$233K +$225K +9,048 New
APA
833
Astoria Portfolio Advisors
New York
$232K +$224K +9,004 +100%
PG
834
Proffitt & Goodson
Tennessee
$231K -$72.3K -2,910 -24%
OWP
835
Obermeyer Wealth Partners
Colorado
$231K +$8.04K +324 +4%
MA
836
Modus Advisors
Minnesota
$230K -$20.3K -818 -8%
BWA
837
Bordeaux Wealth Advisors
California
$230K -$15.4K -622 -7%
PIM
838
Penobscot Investment Management
Massachusetts
$228K – – –
HPA
839
High Probability Advisors
New York
$228K – – –
CA
840
Continuum Advisory
Idaho
$226K +$157K +6,314 +60%
KSWA
841
Kathleen S. Wright Associates
Pennsylvania
$226K +$11.3K +456 +5%
PFM
842
Peak Financial Management
Massachusetts
$225K +$2.48K +100 +1%
CM
843
Columbus Macro
Pennsylvania
$225K +$397 +16 +0.2%
FF
844
Farnam Financial
Arizona
$224K +$216K +8,704 New
CWA
845
Continuum Wealth Advisors
New York
$224K – – –
AA
846
Apriem Advisors
California
$224K +$993 +40 +0.5%
DP
847
Dearborn Partners
Illinois
$221K +$213K +8,568 New
KA
848
Kozak & Associates
Colorado
$220K +$204K +8,210 +97%
WF
849
Williams Financial
Vermont
$220K -$2.58K -104 -1%
FC
850
Fusion Capital
South Carolina
$220K -$3.23K -130 -2%
32 33
34
35 36