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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
926
Tompkins Financial
New York
$1.09K – – –
OAJ
927
Ogorek Anthony Joseph
New York
$1K – – –
MIM
928
Macroview Investment Management
Maryland
$608 – – –
CFFP
929
Center for Financial Planning
Michigan
$336 – – –
HS
930
Horan Securities
United States
$335 +$344 +16 New
MAWCM
931
Mine & Arao Wealth Creation & Management
California
$211 +$215 +10 New
IAIM
932
International Assets Investment Management
Florida
– -$2.94M -103,422 Closed
TDWM
933
Topel & Distasi Wealth Management
California
– -$1.58M -78,136 Closed
BWM
934
Boyd Wealth Management
California
– -$1M -49,518 Closed
FPCG
935
Fort Pitt Capital Group
Pennsylvania
– -$973K -48,018 Closed
RA
936
RiverTree Advisors
Florida
– -$20.1K -40,238 Closed
MFG
937
Merit Financial Group
Georgia
– -$777K -38,370 Closed
LGWM
938
Litman Gregory Wealth Management
California
– -$741K -36,580 Closed
WIM
939
WealthPlan Investment Management
Nebraska
– -$795K -35,304 Closed
MWA
940
Martel Wealth Advisors
Washington
– -$622K -30,694 Closed
RDWM
941
Red Door Wealth Management
Tennessee
– -$613K -30,278 Closed
CWA
942
Continuum Wealth Advisors
New York
– -$574K -28,348 Closed
MCCA
943
Mill Creek Capital Advisors
Pennsylvania
– -$504K -24,904 Closed
LPT
944
Legacy Private Trust
Wisconsin
– -$458K -22,600 Closed
JPG
945
Jordan Park Group
California
– -$440K -21,720 Closed
CCM
946
Crew Capital Management
Ohio
– -$358K -17,698 Closed
HHRDM
947
H&H Retirement Design & Management
Nevada
– -$377K -17,366 Closed
PAS
948
Park Avenue Securities
New York
– -$316K -15,602 Closed
CA
949
Calton & Associates
Florida
– -$302K -14,886 Closed
SAG
950
SageView Advisory Group
California
– -$293K -14,482 Closed
36 37
38
39 40