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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
851
Cross Staff Investments
New York
$273K -$1.02K -38 -0.4%
GSWM
852
Golden State Wealth Management
California
$272K – – –
HFP
853
Holistic Financial Partners
Indiana
$271K -$3.4K -127 -1%
MCM
854
Mainstay Capital Management
Michigan
$270K -$259K -9,694 -50%
FIA
855
FPC Investment Advisory
California
$269K – – –
FC
856
Financial Consulate
Maryland
$269K +$258K +9,634 New
PCMC
857
Paragon Capital Management (Colorado)
Colorado
$269K – – –
LI
858
Lafayette Investments
Maryland
$268K -$6.31K -236 -2%
GCA
859
Genesee Capital Advisors
New York
$267K -$127K -4,744 -33%
CWM
860
Castle Wealth Management
Florida
$266K – – –
SMC
861
Smith, Moore & Co
Missouri
$264K +$23.9K +893 +10%
DBRC
862
D.B. Root & Company
Pennsylvania
$264K +$5.54K +207 +2%
RIA
863
Regal Investment Advisors
Michigan
$264K +$253K +9,451 New
RIS
864
Retirement Income Solutions
Michigan
$262K – – –
KWS
865
Keystone Wealth Services
California
$261K – – –
PTCG
866
Pring Turner Capital Group
California
$261K – – –
VC
867
Veery Capital
Delaware
$261K -$15.7K -587 -6%
WI
868
Wedgewood Investors
Pennsylvania
$261K -$3.9K -146 -2%
CAM
869
Clark Asset Management
New Hampshire
$260K -$151K -5,653 -38%
FFM
870
Forum Financial Management
Illinois
$260K +$348 +13 +0.1%
GPWM
871
Grant Private Wealth Management
California
$260K +$249K +9,312 New
OIA
872
Optimum Investment Advisors
Illinois
$259K +$4.52K +169 +2%
VA
873
VestGen Advisors
Illinois
$259K +$248K +9,273 New
IFG
874
Independent Financial Group
California
$257K +$247K +9,227 New
NCM
875
Northwest Capital Management
Oregon
$257K -$384K -14,368 -61%
33 34
35
36 37