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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
876
Keystone Wealth Services
California
$221K -$45.6K -1,788 -16%
FIA
877
FPC Investment Advisory
California
$219K +$227K +8,890 +1,785%
PTCG
878
Pring Turner Capital Group
California
$219K +$4.13K +162 +2%
SHJ
879
Sharkey, Howes & Javer
Colorado
$219K -$105K -4,114 -31%
MFA
880
Mayflower Financial Advisors
Massachusetts
$219K +$22.5K +884 +10%
EWA
881
Emergent Wealth Advisors
New York
$218K +$5.71K +224 +2%
SW
882
Simplicity Wealth
New Jersey
$217K +$4.36K +171 +2%
JPWM
883
Jamison Private Wealth Management
Georgia
$216K -$9.25K -363 -4%
WA
884
Whipplewood Advisors
Colorado
$216K +$1.44M +56,638 +611%
RIS
885
Retirement Income Solutions
Michigan
$215K – – –
IAA
886
Independent Advisor Alliance
North Carolina
$215K -$3.42M -134,294 -94%
WA
887
WPG Advisers
Maryland
$215K -$65.3K -2,561 -22%
MWM
888
MBE Wealth Management
Wisconsin
$215K +$3.16K +124 +1%
PAM
889
Palisade Asset Management
Minnesota
$214K +$233K +9,140 New
KSWA
890
Kathleen S. Wright Associates
Pennsylvania
$212K -$7.16K -281 -3%
FC
891
Fusion Capital
South Carolina
$212K +$12.9K +506 +6%
AI
892
Accredited Investors
Minnesota
$211K +$230K +9,009 New
CPC
893
CFC Planning Company
Indiana
$210K -$586 -23 -0.3%
OWP
894
Obermeyer Wealth Partners
Colorado
$210K – – –
HCMT
895
Highland Capital Management (Tennessee)
Tennessee
$209K +$228K +8,936 New
CWM
896
Connecticut Wealth Management
Connecticut
$209K +$227K +8,904 New
EPAM
897
Evelyn Partners Asset Management
$208K – – –
HPA
898
High Probability Advisors
New York
$207K – – –
ISFAN
899
Investor's Fiduciary Advisor Network
Washington
$207K +$226K +8,865 New
SAM
900
Sawgrass Asset Management
Florida
$207K -$369K -14,491 -62%
34 35
36
37 38