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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
851
Sweet Financial Partners
Minnesota
$204K +$194K +8,288 New
WG
852
Wealth Group
North Carolina
$204K +$194K +8,302 New
CAAS
853
Capital Asset Advisory Services
Michigan
$202K -$13K -554 -6%
CFS
854
Coordinated Financial Services
Colorado
$202K +$192K +8,202 New
CCM
855
Carmel Capital Management
California
$202K -$9.65K -412 -5%
KSWA
856
Kathleen S. Wright Associates
Pennsylvania
$192K +$8.95K +382 +5%
BHWM
857
Beaird Harris Wealth Management
Texas
$187K – – –
OIA
858
Optimum Investment Advisors
Illinois
$178K -$234 -10 -0.1%
MJRIC
859
Mogy Joel R Investment Counsel
California
$176K +$168K +7,156 New
SOS
860
Silver Oak Securities
Tennessee
$173K -$184K -7,870 -53%
PCM
861
Palouse Capital Management
Washington
$170K -$80.8K -3,450 -33%
ECM
862
Elgethun Capital Management
South Dakota
$170K +$4.45K +190 +3%
BL
863
BFSG LLC
California
$167K -$2.62K -112 -2%
AA
864
Ancora Advisors
Ohio
$164K +$52.5K +2,240 +50%
BFPW
865
BOK Financial Private Wealth
Colorado
$164K -$3.75K -160 -2%
PAM
866
Palisade Asset Management
Minnesota
$164K -$516K -22,046 -77%
GIP
867
Granite Investment Partners
California
$160K – – –
LWANC
868
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K – – –
PB
869
Pinnacle Bancorp
Nebraska
$152K -$4.83K -206 -3%
SPIA
870
Steward Partners Investment Advisory
New York
$146K +$83.3K +3,554 +149%
UB
871
UMB Bank
Missouri
$142K +$42.9K +1,830 +46%
FPF
872
First Pacific Financial
Washington
$137K +$3.94K +168 +3%
TAM
873
Tucker Asset Management
Colorado
$123K – – –
KFI
874
Key Financial Inc
Pennsylvania
$122K +$5.15K +220 +5%
HGERS
875
Householder Group Estate & Retirement Specialist
Arizona
$118K +$3.61K +154 +3%
33 34
35
36 37