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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
851
Kozak & Associates
Colorado
$201K +$711 +30 +0.4%
NSIM
852
North Star Investment Management
Illinois
$198K -$21.5K -906 -10%
KSWA
853
Kathleen S. Wright Associates
Pennsylvania
$197K +$12.1K +512 +7%
BHWM
854
Beaird Harris Wealth Management
Texas
$181K – – –
CAS
855
Coppell Advisory Solutions
Texas
$177K +$177K +7,456 New
OIA
856
Optimum Investment Advisors
Illinois
$174K +$2.61K +110 +2%
SOS
857
Silver Oak Securities
Tennessee
$171K +$4.12K +174 +2%
ECM
858
Elgethun Capital Management
South Dakota
$170K +$4.93K +208 +3%
PCM
859
Palouse Capital Management
Washington
$168K +$3.6K +152 +2%
GIP
860
Granite Investment Partners
California
$166K +$11.9K +500 +8%
SPIA
861
Steward Partners Investment Advisory
New York
$163K +$22K +930 +16%
BFPW
862
BOK Financial Private Wealth
Colorado
$158K -$664 -28 -0.4%
BL
863
BFSG LLC
California
$157K -$3.08K -130 -2%
PB
864
Pinnacle Bancorp
Nebraska
$147K – – –
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$146K -$4.74K -200 -3%
AWM
866
Aspire Wealth Management
Massachusetts
$144K -$367K -15,490 -72%
RF
867
Robinswood Financial
Washington
$130K +$126K +5,326 +3,975%
FPF
868
First Pacific Financial
Washington
$129K -$3.7K -156 -3%
TAM
869
Tucker Asset Management
Colorado
$123K +$3.98K +168 +3%
KFI
870
Key Financial Inc
Pennsylvania
$118K – – –
HGERS
871
Householder Group Estate & Retirement Specialist
Arizona
$113K – – –
PMFA
872
Plante Moran Financial Advisors
Michigan
$113K +$63.2K +2,666 +128%
SAM
873
Smartleaf Asset Management
Massachusetts
$108K -$133K -5,620 -55%
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$107K +$5.17K +218 +5%
AA
875
Ancora Advisors
Ohio
$106K -$52.1K -2,200 -33%
33 34
35
36 37