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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
876
Diversified Enterprises
Delaware
$202K +$195K +7,856 New
IAA
877
Independent Advisor Alliance
North Carolina
$202K -$153K -6,160 -44%
BHWM
878
Beaird Harris Wealth Management
Texas
$196K – – –
OIA
879
Optimum Investment Advisors
Illinois
$192K +$2.83K +114 +2%
ECM
880
Elgethun Capital Management
South Dakota
$185K +$546 +22 +0.3%
GIP
881
Granite Investment Partners
California
$183K +$2.68K +108 +2%
PCM
882
Palouse Capital Management
Washington
$181K -$844 -34 -0.5%
CAS
883
Coppell Advisory Solutions
Texas
$180K -$10.8K -436 -6%
RF
884
Robinswood Financial
Washington
$175K +$33.3K +1,340 +25%
BFPW
885
BOK Financial Private Wealth
Colorado
$166K -$5.21K -210 -3%
BL
886
BFSG LLC
California
$165K -$5.96K -240 -4%
PB
887
Pinnacle Bancorp
Nebraska
$159K – – –
LWANC
888
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
AWM
889
Aspire Wealth Management
Massachusetts
$157K +$993 +40 +0.7%
MSS
890
Mitchell Sinkler & Starr
Pennsylvania
$155K +$74.5K +3,000 +100%
FPF
891
First Pacific Financial
Washington
$141K +$943 +38 +0.7%
TAM
892
Tucker Asset Management
Colorado
$138K +$3.97K +160 +3%
WSFS
893
Wilmington Savings Fund Society
Delaware
$129K +$124K +5,000 New
KFI
894
Key Financial Inc
Pennsylvania
$128K – – –
BTI
895
Blue Trust Inc
Georgia
$127K +$33.1K +1,334 +33%
HGERS
896
Householder Group Estate & Retirement Specialist
Arizona
$123K – – –
PMFA
897
Plante Moran Financial Advisors
Michigan
$122K – – –
FMII
898
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
AA
899
Ancora Advisors
Ohio
$115K – – –
SMA
900
Sage Mountain Advisors
Georgia
$113K +$596 +24 +0.5%
34 35
36
37 38