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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
951
Y-Intercept (HK)
Hong Kong
$242K +$240K +8,499 New
QCM
952
QRG Capital Management
Illinois
$242K -$10.8K -381 -4%
HWM
953
Horizons Wealth Management
North Carolina
$240K – – –
CGFA
954
Colton Groome Financial Advisors
North Carolina
$237K – – –
GPWM
955
Grant Private Wealth Management
California
$236K -$28.5K -1,008 -11%
HFP
956
Holistic Financial Partners
Indiana
$234K -$42.6K -1,510 -16%
2L
957
25 LLC
Missouri
$233K +$7.91K +280 +4%
BIM
958
Baldwin Investment Management
Pennsylvania
$232K +$198 +7 +0.1%
BFO
959
Biltmore Family Office
North Carolina
$232K -$5.42K -192 -2%
AV
960
Aspiring Ventures
Ohio
$231K -$48.6K -1,720 -17%
AR
961
Apeiron RIA
Texas
$231K +$216K +7,654 New
DPI
962
Diversified Portfolios Inc
Michigan
$230K +$56 +2 +0%
RIM
963
Rockbridge Investment Management
New York
$230K -$105K -3,722 -32%
NA
964
Nottingham Advisors
New York
$230K – – –
RWA
965
River Wealth Advisors
Pennsylvania
$230K -$68.5K -2,426 -23%
SAM
966
Stembrook Asset Management
New Jersey
$229K +$227K +8,056 New
GBFP
967
Golden Bell Financial Planning
Georgia
$229K – – –
MNA
968
Manning & Napier Advisors
New York
$228K +$52.5K +1,860 +31%
NSIM
969
North Star Investment Management
Illinois
$228K +$198 +7 +0.1%
VA
970
Vident Advisory
Georgia
$227K +$225K +7,980 New
MCM
971
Mitchell Capital Management
Kansas
$226K -$13.6K -482 -6%
PMG
972
Private Management Group
California
$226K – – –
GWM
973
GSB Wealth Management
Connecticut
$225K +$203K +7,205 +1,047%
WJWM
974
Williams Jones Wealth Management
New York
$224K +$222K +7,868 New
AWP
975
Astra Wealth Partners
New Jersey
$223K +$2.82K +100 +1%
37 38
39
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