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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
851
Curio Wealth
Maryland
$323K – – –
PWA
852
Portus Wealth Advisors
North Carolina
$322K – – –
MOS
853
MGO One Seven
Ohio
$321K +$318K +11,258 New
CFS
854
Coordinated Financial Services
Colorado
$317K +$61.6K +2,183 +24%
GIA
855
Gladstone Institutional Advisory
Florida
$316K -$10.5K -373 -3%
GGS
856
Galvin Gaustad & Stein
Arizona
$310K +$29.5K +1,043 +11%
MA
857
MCF Advisors
Kentucky
$309K +$19.3K +683 +7%
QWP
858
Quotient Wealth Partners
Texas
$309K +$15.2K +538 +5%
DIM
859
Delta Investment Management
California
$308K -$4.32K -153 -1%
AFA
860
Allium Financial Advisors
Oregon
$307K +$1.24K +44 +0.4%
C1AG
861
Client 1st Advisory Group
Florida
$305K -$37.8K -1,340 -11%
AA
862
Armis Advisers
Georgia
$305K +$113 +4 +0%
AWM
863
Accurate Wealth Management
Florida
$304K -$29.3K -1,037 -9%
HWM
864
Heirloom Wealth Management
Colorado
$304K +$25K +887 +9%
VHAM
865
Van Hulzen Asset Management
California
$302K +$3.08K +109 +1%
BIG
866
Builder Investment Group
Georgia
$300K +$18.2K +644 +7%
CFP
867
Cascade Financial Partners
California
$300K -$5.17K -183 -2%
B
868
Birchbrook
Maine
$300K – – –
AUB
869
Atlantic Union Bankshares
Virginia
$299K -$19K -673 -6%
KWS
870
Keystone Wealth Services
California
$297K +$30K +1,063 +11%
DAS
871
Daybright Advisory Services
Florida
$297K +$294K +10,421 New
FM
872
Foster & Motley
Ohio
$296K -$11.1K -392 -4%
CA
873
Clune & Associates
Illinois
$296K +$2.23K +79 +0.8%
PWM
874
Parkshore Wealth Management
California
$294K +$1.27K +45 +0.4%
SC
875
Sapient Capital
Indiana
$293K – – –
33 34
35
36 37