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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
876
First Community Trust
Iowa
$113K – – –
SMA
877
Sage Mountain Advisors
Georgia
$107K +$100K +4,268 +4,446%
GKWIM
878
Gerber Kawasaki Wealth & Investment Management
California
$106K +$101K +4,318 New
FMII
879
Farmers & Merchants Investments Inc
Nebraska
$106K – – –
HIA
880
Harbor Investment Advisory
Maryland
$102K +$97.5K +4,160 New
CIAS
881
Capital Investment Advisory Services
North Carolina
$102K -$21K -896 -18%
BTI
882
Blue Trust Inc
Georgia
$98.7K -$125K -5,322 -57%
CTWM
883
Cherry Tree Wealth Management
Minnesota
$98.7K – – –
S
884
Syntrinsic
Colorado
$98.5K – – –
EA
885
Evolution Advisers
Virginia
$96K – – –
PCMC
886
Planning Capital Management Corporation
Pennsylvania
$92.2K -$35.5K -1,514 -29%
SFC
887
SYM Financial Corp
Indiana
$91.1K -$182K -7,786 -68%
CT
888
Caldwell Trust
Florida
$89.6K – – –
SIC
889
SJS Investment Consulting
Ohio
$89.4K -$14.2K -606 -14%
ST
890
Smithfield Trust
Pennsylvania
$89K – – –
GWMI
891
Guardian Wealth Management (Illinois)
Illinois
$88.5K -$7.17K -306 -8%
GKIM
892
GW&K Investment Management
Massachusetts
$88K +$84K +3,586 New
CFGS
893
Concourse Financial Group Securities
Alabama
$86.2K -$81.3K -3,470 -50%
CTC
894
Central Trust Company
Missouri
$83.7K -$9.37K -400 -11%
RDFA
895
Ritter Daniher Financial Advisory
Ohio
$83K -$12.3K -524 -13%
ATC
896
Advantage Trust Company
Kansas
$78.8K – – –
AWA
897
Alaska Wealth Advisors
Alaska
$77.3K – – –
RWM
898
Raffa Wealth Management
District of Columbia
$77.1K – – –
RIA
899
Realta Investment Advisors
Delaware
$76.6K +$72.9K +3,112 New
EFP
900
EnRich Financial Partners
Wisconsin
$75K +$71.4K +3,046 New
34 35
36
37 38