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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
951
Godshalk Welsh Capital Management
Pennsylvania
$318K – – –
LPT
952
Legacy Private Trust
Wisconsin
$318K -$2.54K -77 -0.9%
MFA
953
Mayflower Financial Advisors
Massachusetts
$315K – – –
HWP
954
Highline Wealth Partners
California
$314K +$288K +8,701 New
2L
955
25 LLC
Missouri
$313K +$5.58K +169 +2%
FC
956
Fusion Capital
South Carolina
$312K +$661 +20 +0.2%
CIA
957
Cascade Investment Advisors
Oregon
$311K – – –
FPF
958
First Pacific Financial
Washington
$310K +$79.4K +2,402 +39%
JPWM
959
Jamison Private Wealth Management
Georgia
$309K +$595 +18 +0.2%
RWM
960
Revisor Wealth Management
Ohio
$308K – – –
BBHC
961
Brown Brothers Harriman & Co
New York
$308K – – –
HCMT
962
Highland Capital Management (Tennessee)
Tennessee
$307K – – –
LCC
963
Lincoln Capital Corp
Rhode Island
$307K – – –
TWM
964
Topsail Wealth Management
North Carolina
$305K +$33.7K +1,020 +14%
LA
965
Lifeworks Advisors
Michigan
$304K +$278K +8,404 New
SQA
966
Simon Quick Advisors
New Jersey
$303K +$19.5K +589 +8%
TWM
967
Triton Wealth Management
Arizona
$301K +$23.2K +702 +9%
OL
968
Owen LaRue
Kentucky
$301K +$276K +8,340 New
SSCA
969
South Shore Capital Advisors
Massachusetts
$301K +$1.72K +52 +0.6%
KOC
970
Koss-Olinger Consulting
Florida
$301K -$221K -6,684 -45%
CGFA
971
Colton Groome Financial Advisors
North Carolina
$300K – – –
RF
972
Robinswood Financial
Washington
$298K -$23.8K -721 -8%
FVIM
973
Fort Vancouver Investment Management
Washington
$297K -$81.8K -2,475 -23%
CWM
974
CCG Wealth Management
California
$296K – – –
BIM
975
Baldwin Investment Management
Pennsylvania
$295K +$132 +4 +0%
37 38
39
40 41