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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
D
876
Diversified
Delaware
$202K -$23K -926 -11%
DE
877
Diversified Enterprises
Delaware
$202K +$195K +7,856 New
IAA
878
Independent Advisor Alliance
North Carolina
$202K -$153K -6,160 -44%
BHWM
879
Beaird Harris Wealth Management
Texas
$196K – – –
OIA
880
Optimum Investment Advisors
Illinois
$192K +$2.83K +114 +2%
ECM
881
Elgethun Capital Management
South Dakota
$185K +$546 +22 +0.3%
GIP
882
Granite Investment Partners
California
$183K +$2.68K +108 +2%
PCM
883
Palouse Capital Management
Washington
$181K -$844 -34 -0.5%
CAS
884
Coppell Advisory Solutions
Texas
$180K -$10.8K -436 -6%
RF
885
Robinswood Financial
Washington
$175K +$33.3K +1,340 +25%
BFPW
886
BOK Financial Private Wealth
Colorado
$166K -$5.21K -210 -3%
BL
887
BFSG LLC
California
$165K -$5.96K -240 -4%
PB
888
Pinnacle Bancorp
Nebraska
$159K – – –
LWANC
889
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
AWM
890
Aspire Wealth Management
Massachusetts
$157K +$993 +40 +0.7%
MSS
891
Mitchell Sinkler & Starr
Pennsylvania
$155K +$74.5K +3,000 +100%
FPF
892
First Pacific Financial
Washington
$141K +$943 +38 +0.7%
TAM
893
Tucker Asset Management
Colorado
$138K +$3.97K +160 +3%
WSFS
894
Wilmington Savings Fund Society
Delaware
$129K +$124K +5,000 New
KFI
895
Key Financial Inc
Pennsylvania
$128K – – –
BTI
896
Blue Trust Inc
Georgia
$127K +$33.1K +1,334 +33%
HGERS
897
Householder Group Estate & Retirement Specialist
Arizona
$123K – – –
PMFA
898
Plante Moran Financial Advisors
Michigan
$122K – – –
FMII
899
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
AA
900
Ancora Advisors
Ohio
$115K – – –
34 35
36
37 38