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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Connecticut Wealth Management
Connecticut
$364K – – –
ES
827
ETF Store
Kansas
$363K -$3.66K -122 -1%
RWM
828
RBA Wealth Management
California
$363K -$4.95K -165 -1%
ICP
829
Impact Capital Partners
Colorado
$363K +$510 +17 +0.1%
FWM
830
Focused Wealth Management
New York
$362K +$6.8K +227 +2%
MWA
831
Medallion Wealth Advisors
Connecticut
$360K +$19K +634 +5%
CWM
832
Cooke Wealth Management
California
$359K -$28.4K -946 -7%
WFP
833
Wrenne Financial Planning
Kentucky
$358K -$1.2K -40 -0.3%
DA
834
Drake & Associates
Wisconsin
$358K +$14.9K +497 +4%
LF
835
LifeSteps Financial
California
$357K -$1.29K -43 -0.3%
WCFA
836
Walkner Condon Financial Advisors
Wisconsin
$356K +$480 +16 +0.1%
AA
837
Armis Advisers
Georgia
$356K +$1.2K +40 +0.4%
SAG
838
SageView Advisory Group
California
$355K -$32.7K -1,091 -8%
CP
839
Capital Planning
Washington
$355K +$366K +12,210 New
GWM
840
Geneos Wealth Management
Colorado
$355K -$3.96K -132 -1%
FA
841
Fagan Associates
New York
$353K – – –
SCFS
842
Stewardship Concepts Financial Services
Washington
$351K -$2.4K -80 -0.7%
CI
843
Cordant Inc
Oregon
$351K – – –
GIP
844
Granite Investment Partners
California
$349K -$5.31K -177 -1%
DBRC
845
D.B. Root & Company
Pennsylvania
$348K -$9.95K -332 -3%
RIM
846
Rockbridge Investment Management
New York
$347K +$116K +3,865 +48%
KCM
847
Kathmere Capital Management
Pennsylvania
$345K +$1.23K +41 +0.3%
KFSN
848
Keystone Financial Services (Nebraska)
Nebraska
$344K -$4.32K -144 -1%
PFA
849
Pure Financial Advisors
California
$344K -$84.3K -2,811 -19%
RRA
850
Round Rock Advisors
Connecticut
$344K -$1.8K -60 -0.5%
32 33
34
35 36