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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
901
EPG Wealth Management
Georgia
$5.91K – – –
JFA
902
JNBA Financial Advisors
Minnesota
$5.75K +$4.1K +200 +238%
MWM
903
MinichMacGregor Wealth Management
New York
$5.75K +$5.82K +284 New
BLC
904
Brown, Lisle/Cummings
Rhode Island
$5.67K – – –
AIC
905
Archer Investment Corporation
Indiana
$5.42K -$9.63K -470 -64%
WAM
906
Worth Asset Management
Texas
$5.1K +$5.16K +252 New
HDIM
907
Hanson & Doremus Investment Management
Vermont
$5K – – –
TCA
908
Trifecta Capital Advisors
Illinois
$4.92K +$4.96K +242 New
GTAM
909
Global Trust Asset Management
Florida
$4.05K -$8.32K -406 -67%
TSWM
910
Tyler-Stone Wealth Management
Ohio
$4K – – –
EWM
911
Endurance Wealth Management
Rhode Island
$4K +$3.89K +190 New
FP
912
Financial Perspectives
Minnesota
$3.97K – – –
DAM
913
Delta Asset Management
Tennessee
$3.81K +$3.85K +188 New
CS
914
Comerica Securities
Michigan
$3.52K +$3.57K +174 New
HCM
915
Hollencrest Capital Management
California
$3.3K +$3.36K +164 New
PCA
916
Providence Capital Advisors
North Carolina
$3.24K -$11.8K -574 -78%
CAS
917
Coppell Advisory Solutions
Texas
$3.12K +$3.16K +154 New
CASC
918
Coppell Advisory Solutions Corp
Texas
$3.12K +$3.16K +154 New
CWP
919
Concord Wealth Partners
Virginia
$3.03K +$3.07K +150 New
CSB
920
City State Bank
Iowa
$3K – – –
FA
921
Fortis Advisors
Pennsylvania
$2.97K – – –
FMB
922
Field & Main Bank
Kentucky
$2.51K +$2.54K +124 New
FFA
923
Founders Financial Alliance
North Carolina
$2.45K – – –
TFM
924
TFC Financial Management
Massachusetts
$2.2K -$1.07K -52 -33%
BHWM
925
Bay Harbor Wealth Management
Maryland
$2K +$1.8K +88 New
35 36
37
38 39