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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
851
Mayfair Advisory Group
Alabama
$272K +$15.3K +575 +6%
B
852
Birchbrook
Maine
$272K – – –
GPWM
853
Grant Private Wealth Management
California
$272K +$280K +10,512 New
CICC
854
Capital Investment Counsel (Colorado)
Colorado
$270K -$199K -7,464 -42%
MCM
855
Mainstay Capital Management
Michigan
$270K -$51.2K -1,924 -16%
HWA
856
Heartwood Wealth Advisors
Virginia
$270K – – –
PCS
857
Private Client Services
Kentucky
$269K +$559 +21 +0.2%
KCM
858
Kathmere Capital Management
Pennsylvania
$265K +$878 +33 +0.3%
LA
859
Lifeworks Advisors
Michigan
$264K -$67.3K -2,528 -20%
HWM
860
Heirloom Wealth Management
Colorado
$264K +$24.1K +907 +10%
PFPT
861
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K -$136K -5,111 -50%
DP
862
Dearborn Partners
Illinois
$262K +$41.5K +1,560 +18%
GSWM
863
Golden State Wealth Management
California
$260K +$268K +10,072 New
NC
864
Napatree Capital
Rhode Island
$260K – – –
SFO
865
Stokes Family Office
Louisiana
$258K +$3.09K +116 +1%
SCM
866
SOL Capital Management
Maryland
$258K – – –
CAG
867
Crestwood Advisors Group
Massachusetts
$257K -$2.37K -89 -0.9%
SAM
868
SignalPoint Asset Management
Missouri
$257K -$15.4K -578 -5%
MA
869
MCF Advisors
Kentucky
$257K -$745 -28 -0.3%
BIG
870
Builder Investment Group
Georgia
$256K +$17.1K +644 +7%
RPA
871
Rock Point Advisors
Vermont
$256K -$247K -9,270 -48%
CA
872
Clune & Associates
Illinois
$255K +$263K +9,870 New
CIA
873
Capital Investment Advisors
Georgia
$255K +$16K +600 +6%
CSI
874
Cross Staff Investments
New York
$254K +$1.62K +61 +0.6%
DBRC
875
D.B. Root & Company
Pennsylvania
$253K -$1.17K -44 -0.4%
33 34
35
36 37