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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Executive Wealth Management
Michigan
$301K +$21.8K +819 +8%
WHCFA
827
William Howard & Co Financial Advisors
Tennessee
$293K -$3.01K -113 -1%
SWM
828
Selective Wealth Management
Virginia
$293K -$18.8K -708 -6%
KWS
829
Keystone Wealth Services
California
$290K -$213 -8 -0.1%
PTB
830
Pioneer Trust Bank
Oregon
$290K – – –
AFS
831
Access Financial Services
Minnesota
$289K +$298K +11,193 New
RWM
832
RBA Wealth Management
California
$289K -$15.2K -571 -5%
C1AG
833
Client 1st Advisory Group
Florida
$286K -$63K -2,366 -18%
PWM
834
Parkshore Wealth Management
California
$285K +$294K +11,032 New
CW
835
Curio Wealth
Maryland
$284K +$293K +10,996 New
AFA
836
Alpha Financial Advisors
North Carolina
$284K – – –
CWM
837
Castle Wealth Management
Florida
$284K – – –
ES
838
ETF Store
Kansas
$283K -$17.9K -672 -6%
DFG
839
Delta Financial Group
New Jersey
$283K +$292K +10,962 New
VF
840
Vawter Financial
Ohio
$282K – – –
WG
841
Wealth Group
North Carolina
$281K -$18.8K -706 -6%
GIA
842
Gladstone Institutional Advisory
Florida
$280K -$36.5K -1,373 -11%
FGA
843
Fortis Group Advisors
New Jersey
$280K +$288K +10,831 New
FM
844
Foster & Motley
Ohio
$280K -$43.6K -1,640 -13%
HCP
845
Hexagon Capital Partners
Arkansas
$277K -$12.5K -469 -4%
LNWWM
846
Laird Norton Wetherby Wealth Management
California
$276K -$27 -1 -0%
BEW
847
Burton Enright Welch
California
$276K +$36.9K +1,388 +15%
HNB
848
Huntington National Bank
Ohio
$275K – – –
LF
849
LifeSteps Financial
California
$275K -$15.7K -589 -5%
CFP
850
Cascade Financial Partners
California
$272K -$280K -10,528 -50%
32 33
34
35 36