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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$113K +$596 +24 +0.5%
TIM
902
Thompson Investment Management
Wisconsin
$108K – – –
HIA
903
Harbor Investment Advisory
Maryland
$107K – – –
CIAS
904
Capital Investment Advisory Services
North Carolina
$107K – – –
FCT
905
First Community Trust
Iowa
$103K – – –
S
906
Syntrinsic
Colorado
$103K – – –
PCMC
907
Planning Capital Management Corporation
Pennsylvania
$102K +$3.63K +146 +4%
CA
908
Claris Advisors
Missouri
$101K +$97.5K +3,928 New
ST
909
Smithfield Trust
Pennsylvania
$94K – – –
CT
910
Caldwell Trust
Florida
$93.7K – – –
GKIM
911
GW&K Investment Management
Massachusetts
$93K +$546 +22 +0.6%
SIC
912
SJS Investment Consulting
Ohio
$91.4K -$3.97K -160 -4%
HNB
913
Huntington National Bank
Ohio
$89.5K – – –
CTWM
914
Cherry Tree Wealth Management
Minnesota
$88.9K -$13.8K -556 -14%
CTC
915
Central Trust Company
Missouri
$87.5K -$19.7K -794 -19%
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$87.1K +$199 +8 +0.2%
TCOV
917
Trust Company of Vermont
Vermont
$84.4K +$81.3K +3,276 New
GWMI
918
Guardian Wealth Management (Illinois)
Illinois
$84.2K +$199 +8 +0.2%
ATC
919
Advantage Trust Company
Kansas
$82.4K – – –
EFP
920
EnRich Financial Partners
Wisconsin
$81.8K – – –
BIM
921
Breakwater Investment Management
Washington
$81.3K +$78.4K +3,158 New
RCM
922
Raleigh Capital Management
North Carolina
$80.8K +$7.05K +284 +10%
AWA
923
Alaska Wealth Advisors
Alaska
$80.8K – – –
RWM
924
Raffa Wealth Management
District of Columbia
$80.7K – – –
FG
925
Fairman Group
Pennsylvania
$76.6K +$149 +6 +0.2%
35 36
37
38 39