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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFSN
851
Keystone Financial Services (Nebraska)
Nebraska
$428K +$66 +2 +0%
GVAG
852
Great Valley Advisor Group
Delaware
$427K -$54.8K -1,658 -12%
NW
853
NewEdge Wealth
Pennsylvania
$427K +$6.28K +190 +2%
GSWM
854
Golden State Wealth Management
California
$424K +$65.8K +1,991 +20%
JCM
855
J2 Capital Management
Michigan
$424K – – –
DBRC
856
D.B. Root & Company
Pennsylvania
$423K -$8.59K -260 -2%
VF
857
Vawter Financial
Ohio
$423K – – –
MOS
858
MGO One Seven
Ohio
$422K +$1.49K +45 +0.4%
PPF
859
Pacific Park Financial
California
$422K +$118K +3,571 +44%
LF
860
LifeSteps Financial
California
$421K -$19.9K -602 -5%
WC
861
Waterloo Capital
Texas
$421K +$33 +1 +0%
PFA
862
Pure Financial Advisors
California
$419K -$7.47K -226 -2%
SIA
863
Sage Investment Advisers
New York
$419K -$2.97K -90 -0.8%
WHCFA
864
William Howard & Co Financial Advisors
Tennessee
$417K +$1.06K +32 +0.3%
SC
865
Sapient Capital
Indiana
$417K +$44K +1,333 +13%
PFM
866
Peak Financial Management
Massachusetts
$417K – – –
GGS
867
Galvin Gaustad & Stein
Arizona
$414K -$12.1K -365 -3%
MWA
868
Medallion Wealth Advisors
Connecticut
$413K -$22.2K -672 -5%
W
869
Wealthquest
Ohio
$408K +$85.5K +2,586 +30%
CAP
870
Columbia Advisory Partners
Washington
$406K +$371K +11,232 New
KWS
871
Keystone Wealth Services
California
$405K +$330 +10 +0.1%
AUB
872
Atlantic Union Bankshares
Virginia
$404K +$41.9K +1,268 +13%
QCM
873
QRG Capital Management
Illinois
$404K +$32.9K +996 +10%
SFS
874
Sowell Financial Services
Arkansas
$401K +$69.4K +2,100 +23%
RWB
875
RMR Wealth Builders
New Jersey
$399K +$99 +3 +0%
33 34
35
36 37