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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
876
Sage Mountain Advisors
Georgia
$104K – – –
TIM
877
Thompson Investment Management
Wisconsin
$99.6K +$99.6K +4,200 New
CTC
878
Central Trust Company
Missouri
$99.5K +$18.8K +794 +23%
BTI
879
Blue Trust Inc
Georgia
$98.9K +$190 +8 +0.2%
HIA
880
Harbor Investment Advisory
Maryland
$98.7K – – –
CIAS
881
Capital Investment Advisory Services
North Carolina
$98.5K – – –
ATPW
882
Ashton Thomas Private Wealth
Arizona
$97.9K +$97.8K +4,126 New
CSWG
883
Cardinal Strategic Wealth Guidance
Kentucky
$95.4K +$95.3K +4,020 New
CTWM
884
Cherry Tree Wealth Management
Minnesota
$95.1K – – –
FCT
885
First Community Trust
Iowa
$94.9K -$14.2K -600 -13%
S
886
Syntrinsic
Colorado
$94.9K – – –
UB
887
UMB Bank
Missouri
$93.9K -$43.4K -1,830 -32%
RIA
888
Realta Investment Advisors
Delaware
$92.9K +$19.1K +804 +26%
PCMC
889
Planning Capital Management Corporation
Pennsylvania
$90.7K +$1.9K +80 +2%
SIC
890
SJS Investment Consulting
Ohio
$88K +$1.9K +80 +2%
CT
891
Caldwell Trust
Florida
$86.4K – – –
ST
892
Smithfield Trust
Pennsylvania
$86K – – –
GKIM
893
GW&K Investment Management
Massachusetts
$85K -$95 -4 -0.1%
RDFA
894
Ritter Daniher Financial Advisory
Ohio
$80K +$95 +4 +0.1%
GWMI
895
Guardian Wealth Management (Illinois)
Illinois
$77.4K -$7.87K -332 -9%
ATC
896
Advantage Trust Company
Kansas
$75.9K – – –
EFP
897
EnRich Financial Partners
Wisconsin
$75.4K +$3.13K +132 +4%
MSS
898
Mitchell Sinkler & Starr
Pennsylvania
$75.2K +$56.9K +2,400 +400%
AWA
899
Alaska Wealth Advisors
Alaska
$74.4K – – –
RWM
900
Raffa Wealth Management
District of Columbia
$74.3K – – –
34 35
36
37 38