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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
951
Strategic Financial Services
New York
$243K – – –
BBHC
952
Brown Brothers Harriman & Co
New York
$243K +$109K +3,856 +83%
YIH
953
Y-Intercept (HK)
Hong Kong
$242K +$240K +8,499 New
QCM
954
QRG Capital Management
Illinois
$242K -$10.8K -381 -4%
HWM
955
Horizons Wealth Management
North Carolina
$240K – – –
CGFA
956
Colton Groome Financial Advisors
North Carolina
$237K – – –
GPWM
957
Grant Private Wealth Management
California
$236K -$28.5K -1,008 -11%
HFP
958
Holistic Financial Partners
Indiana
$234K -$42.6K -1,510 -16%
2L
959
25 LLC
Missouri
$233K +$7.91K +280 +4%
BIM
960
Baldwin Investment Management
Pennsylvania
$232K +$198 +7 +0.1%
BFO
961
Biltmore Family Office
North Carolina
$232K -$5.42K -192 -2%
AV
962
Aspiring Ventures
Ohio
$231K -$48.6K -1,720 -17%
AR
963
Apeiron RIA
Texas
$231K +$216K +7,654 New
DPI
964
Diversified Portfolios Inc
Michigan
$230K +$56 +2 +0%
RIM
965
Rockbridge Investment Management
New York
$230K -$105K -3,722 -32%
NA
966
Nottingham Advisors
New York
$230K – – –
RWA
967
River Wealth Advisors
Pennsylvania
$230K -$68.5K -2,426 -23%
SAM
968
Stembrook Asset Management
New Jersey
$229K +$227K +8,056 New
GBFP
969
Golden Bell Financial Planning
Georgia
$229K – – –
MNA
970
Manning & Napier Advisors
New York
$228K +$52.5K +1,860 +31%
NSIM
971
North Star Investment Management
Illinois
$228K +$198 +7 +0.1%
VA
972
Vident Advisory
Georgia
$227K +$225K +7,980 New
MCM
973
Mitchell Capital Management
Kansas
$226K -$13.6K -482 -6%
PMG
974
Private Management Group
California
$226K – – –
GWM
975
GSB Wealth Management
Connecticut
$225K +$203K +7,205 +1,047%
37 38
39
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