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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
901
EnRich Financial Partners
Wisconsin
$75K +$71.4K +3,046 New
FG
902
Fairman Group
Pennsylvania
$73.1K – – –
PK
903
Pflug Koory
Nebraska
$72.3K -$7.59K -324 -10%
RCM
904
Raleigh Capital Management
North Carolina
$70.3K +$984 +42 +1%
SWC
905
Spectrum Wealth Counsel
Indiana
$69.3K -$268K -11,444 -80%
CP
906
Castleview Partners
Texas
$68.1K +$3.19K +136 +5%
EAM
907
Empirical Asset Management
Massachusetts
$66.2K +$1.16M +49,632 New
BC
908
Barrett & Company
Rhode Island
$65.5K – – –
TFM
909
TFC Financial Management
Massachusetts
$61.8K +$56.2K +2,400 +2,182%
CAM
910
Costello Asset Management
Pennsylvania
$60.7K +$4.68K +200 +9%
CPA
911
Cardiff Park Advisors
California
$60.3K +$94 +4 +0.2%
WWP
912
WR Wealth Planners
Missouri
$55.9K +$53.2K +2,272 New
LC
913
Lindbrook Capital
California
$55.9K -$1.41K -60 -3%
VCM
914
Versant Capital Management
Arizona
$54.1K +$51.4K +2,196 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$51.2K -$6.18K -264 -11%
GBT
916
Grove Bank & Trust
Florida
$51.2K – – –
BCM
917
Blume Capital Management
California
$50K – – –
MA
918
Montag & Associates
Georgia
$49.2K +$46.9K +2,000 New
GT
919
Glenmede Trust
Pennsylvania
$48.6K – – –
ICM
920
Islay Capital Management
Texas
$48.3K – – –
IPW
921
Impact Partnership Wealth
Georgia
$47.5K – – –
RF
922
Robbins Farley
New Hampshire
$47K -$85.8K -3,664 -66%
GCM
923
Gables Capital Management
Florida
$46.8K – – –
CSWM
924
Cassady Schiller Wealth Management
Ohio
$45.8K +$15.9K +680 +58%
SWM
925
Sugarloaf Wealth Management
Georgia
$45.7K – – –
35 36
37
38 39