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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
926
Huntington National Bank
Ohio
$4K – – –
CSB
927
City State Bank
Iowa
$4K +$3.83K +148 New
JFA
928
JNBA Financial Advisors
Minnesota
$4K +$3.93K +152 New
SMA
929
Sage Mountain Advisors
Georgia
$4K +$4.04K +156 New
CAAS
930
Capital Asset Advisory Services
Michigan
$3K -$24K -928 -89%
FFA
931
Founders Financial Alliance
North Carolina
$3K – – –
MSFP
932
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
WFS
933
Widmann Financial Services
Maryland
$3K +$3.21K +124 New
AIP
934
Ahrens Investment Partners
Louisiana
$3K +$3.42K +132 New
CB
935
CNB Bank
Pennsylvania
$3K +$3.52K +136 New
1IA
936
1834 Investment Advisors
Wisconsin
$2K – – –
FWM
937
Focused Wealth Management
New York
$2K – – –
OAJ
938
Ogorek Anthony Joseph
New York
$2K – – –
RA
939
Resolute Advisors
California
$2K – – –
SIS
940
Sound Income Strategies
Florida
$2K +$1.55K +60 New
EA
941
Evolution Advisers
Virginia
$2K +$2.28K +88 New
RI
942
Rinkey Investments
California
$2K +$2.38K +92 New
BCMIO
943
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
MIM
944
Macroview Investment Management
Maryland
$1K – – –
TFM
945
TFC Financial Management
Massachusetts
$1K – – –
TFGT
946
TS Financial Group (TSFG)
Illinois
$1K – – –
KFS
947
Kelly Financial Services
Massachusetts
$318 – – –
WIM
948
Westside Investment Management
California
$6 – – –
TI
949
Tidal Investments
Wisconsin
– -$52.2M -2,084,088 Closed
PFG
950
Piershale Financial Group
Illinois
– -$17.1M -684,164 Closed
36 37
38
39 40