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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
MBE Wealth Management
Wisconsin
$256K – – –
APA
877
Astoria Portfolio Advisors
New York
$256K +$321 +12 +0.1%
MMA
878
Miracle Mile Advisors
California
$256K +$11.4K +425 +5%
EWA
879
Emergent Wealth Advisors
New York
$256K +$1.44K +54 +0.6%
AW
880
Alteri Wealth
California
$255K -$43.6K -1,632 -15%
PAM
881
Palisade Asset Management
Minnesota
$255K -$2.54K -95 -1%
SC
882
SouthState Corp
Florida
$255K -$654K -24,447 -73%
FFA
883
First Foundation Advisors
California
$254K +$243K +9,087 New
CIA
884
Compass Ion Advisors
Pennsylvania
$252K -$17.8K -667 -7%
JPWM
885
Jamison Private Wealth Management
Georgia
$250K -$7.67K -287 -3%
CFS
886
Coordinated Financial Services
Colorado
$250K +$5.99K +224 +3%
WA
887
WPG Advisers
Maryland
$250K -$12.5K -468 -5%
HCMT
888
Highland Capital Management (Tennessee)
Tennessee
$249K – – –
WF
889
Williams Financial
Vermont
$249K +$238K +8,911 New
GKWIM
890
Gerber Kawasaki Wealth & Investment Management
California
$248K +$15.2K +568 +7%
PFGIA
891
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$5.86K -219 -2%
QCM
892
QRG Capital Management
Illinois
$247K -$99.2K -3,711 -30%
EPAM
893
Evelyn Partners Asset Management
$247K – – –
HPA
894
High Probability Advisors
New York
$247K – – –
GWCM
895
Godshalk Welsh Capital Management
Pennsylvania
$246K – – –
SPIA
896
Steward Partners Investment Advisory
New York
$245K +$30.2K +1,130 +15%
FCC
897
Flower City Capital
New York
$244K -$53 -2 -0%
CAI
898
Capital Advisors Inc
Oklahoma
$243K +$10.8K +403 +5%
LNWWM
899
Laird Norton Wetherby Wealth Management
California
$243K – – –
FC
900
Fusion Capital
South Carolina
$241K -$3.32K -124 -1%
34 35
36
37 38