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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
826
Capital Investment Advisors
Georgia
$238K -$2.73K -110 -1%
PTCG
827
Pring Turner Capital Group
California
$237K – – –
RIS
828
Retirement Income Solutions
Michigan
$237K – – –
JPWM
829
Jamison Private Wealth Management
Georgia
$235K +$497 +20 +0.2%
AWA
830
ARQ Wealth Advisors
Arizona
$233K +$227K +9,126 New
MWM
831
MBE Wealth Management
Wisconsin
$233K +$225K +9,048 New
APA
832
Astoria Portfolio Advisors
New York
$232K +$224K +9,004 +100%
PG
833
Proffitt & Goodson
Tennessee
$231K -$72.3K -2,910 -24%
OWP
834
Obermeyer Wealth Partners
Colorado
$231K +$8.04K +324 +4%
MA
835
Modus Advisors
Minnesota
$230K -$20.3K -818 -8%
BWA
836
Bordeaux Wealth Advisors
California
$230K -$15.4K -622 -7%
PIM
837
Penobscot Investment Management
Massachusetts
$228K – – –
HPA
838
High Probability Advisors
New York
$228K – – –
CA
839
Continuum Advisory
Idaho
$226K +$157K +6,314 +60%
KSWA
840
Kathleen S. Wright Associates
Pennsylvania
$226K +$11.3K +456 +5%
PFM
841
Peak Financial Management
Massachusetts
$225K +$2.48K +100 +1%
CM
842
Columbus Macro
Pennsylvania
$225K +$397 +16 +0.2%
FF
843
Farnam Financial
Arizona
$224K +$216K +8,704 New
CWA
844
Continuum Wealth Advisors
New York
$224K – – –
AA
845
Apriem Advisors
California
$224K +$993 +40 +0.5%
DP
846
Dearborn Partners
Illinois
$221K +$213K +8,568 New
KA
847
Kozak & Associates
Colorado
$220K +$204K +8,210 +97%
WF
848
Williams Financial
Vermont
$220K -$2.58K -104 -1%
FC
849
Fusion Capital
South Carolina
$220K -$3.23K -130 -2%
LFP
850
Leeward Financial Partners
Washington
$219K – – –
32 33
34
35 36