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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
951
Jentner Corp
Ohio
$201K -$141K -5,281 -40%
HCWM
952
Hidden Cove Wealth Management
Washington
$200K +$206K +7,734 New
GIP
953
Granite Investment Partners
California
$198K +$14.8K +555 +8%
BHWM
954
Beaird Harris Wealth Management
Texas
$197K – – –
OIA
955
Optimum Investment Advisors
Illinois
$193K -$399 -15 -0.2%
TWM
956
Topsail Wealth Management
North Carolina
$192K +$197K +7,409 New
ECM
957
Elgethun Capital Management
South Dakota
$191K +$5.85K +220 +3%
PCM
958
Palouse Capital Management
Washington
$187K +$4.82K +181 +3%
BIM
959
Breakwater Investment Management
Washington
$183K +$105K +3,936 +125%
RF
960
Robinswood Financial
Washington
$176K – – –
PB
961
Pinnacle Bancorp
Nebraska
$165K +$4.74K +178 +3%
BL
962
BFSG LLC
California
$161K -$4.68K -176 -3%
CAS
963
Coppell Advisory Solutions
Texas
$160K -$22.1K -832 -12%
TAM
964
Tucker Asset Management
Colorado
$160K +$22.4K +840 +16%
LWANC
965
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
HC
966
Hurley Capital
New York
$149K +$151K +5,670 New
FPF
967
First Pacific Financial
Washington
$142K +$878 +33 +0.6%
MSS
968
Mitchell Sinkler & Starr
Pennsylvania
$140K -$16K -600 -10%
EWA
969
EverSource Wealth Advisors
Alabama
$137K +$81.8K +3,074 +138%
WSFS
970
Wilmington Savings Fund Society
Delaware
$129K – – –
KFI
971
Key Financial Inc
Pennsylvania
$128K – – –
TPCW
972
TD Private Client Wealth
New York
$126K +$130K +4,881 +244,050%
PMFA
973
Plante Moran Financial Advisors
Michigan
$123K – – –
FMII
974
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
TIM
975
Thompson Investment Management
Wisconsin
$116K +$7.66K +288 +7%
37 38
39
40 41