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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
926
Laird Norton Wetherby Trust Company
Washington
$340K -$25.2K -762 -8%
MAG
927
Mayfair Advisory Group
Alabama
$339K +$793 +24 +0.2%
CAG
928
Crestwood Advisors Group
Massachusetts
$339K +$5.39K +163 +2%
SAM
929
Sawgrass Asset Management
Florida
$338K – – –
WI
930
Wedgewood Investors
Pennsylvania
$338K – – –
AW
931
Alteri Wealth
California
$337K -$3.63K -110 -1%
LA
932
LexAurum Advisors
Kansas
$336K -$29K -877 -9%
FMN
933
Financial Management Network
California
$332K +$859 +26 +0.3%
JFGLC
934
Johnson Financial Group LLC (Colorado)
Colorado
$332K -$32.2K -975 -10%
MCM
935
Mainstay Capital Management
Michigan
$331K -$17.2K -520 -5%
VC
936
Veery Capital
Delaware
$331K -$2.12K -64 -0.7%
PAM
937
Palisade Asset Management
Minnesota
$330K – – –
FCC
938
Flower City Capital
New York
$329K – – –
WFP
939
Wrenne Financial Planning
Kentucky
$329K -$106K -3,208 -26%
SWM
940
Selective Wealth Management
Virginia
$329K -$9.22K -279 -3%
EWA
941
Emergent Wealth Advisors
New York
$329K +$1.72K +52 +0.6%
APA
942
Astoria Portfolio Advisors
New York
$328K +$363 +11 +0.1%
FC
943
FCA Corp
Texas
$328K -$3.14K -95 -1%
S
944
Sachetta
Massachusetts
$325K -$18.2K -550 -6%
GAM
945
Gotham Asset Management
New York
$325K – – –
OWP
946
Obermeyer Wealth Partners
Colorado
$324K +$49.6K +1,502 +20%
CPA
947
Cathy Pareto & Associates
Florida
$322K -$24.4K -737 -8%
AT
948
American Trust
Kentucky
$321K +$16.5K +500 +6%
SDJVC
949
St. Denis J. Villere & Co
Louisiana
$321K +$294K +8,886 New
C1AG
950
Client 1st Advisory Group
Florida
$321K -$60.8K -1,840 -17%
36 37
38
39 40