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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
976
Williams Jones Wealth Management
New York
$224K +$222K +7,868 New
AWP
977
Astra Wealth Partners
New Jersey
$223K +$2.82K +100 +1%
HNB
978
Huntington National Bank
Ohio
$223K – – –
ACM
979
Appalachian Capital Management
Ohio
$223K +$221K +7,823 New
SQA
980
Simon Quick Advisors
New Jersey
$222K +$1.58K +56 +0.7%
CIA
981
Compass Ion Advisors
Pennsylvania
$222K -$35.8K -1,269 -14%
CWA
982
Continuum Wealth Advisors
New York
$221K -$22.3K -788 -9%
AL
983
ADE LLC
Maryland
$220K – – –
AFP
984
ATLas Financial Planning
Georgia
$220K +$218K +7,714 New
SFS
985
Sowell Financial Services
Arkansas
$219K +$218K +7,705 New
AA
986
Alesco Advisors
New York
$219K -$22.9K -812 -10%
HCWM
987
Hidden Cove Wealth Management
Washington
$218K – – –
BHWM
988
Beaird Harris Wealth Management
Texas
$218K +$875 +31 +0.4%
FBC
989
Fairfield, Bush & Co
Connecticut
$218K -$2.74K -97 -1%
WAS
990
Westco Advisory Services
New York
$217K +$215K +7,618 New
PIM
991
Penobscot Investment Management
Massachusetts
$216K -$22K -780 -9%
AF
992
Apollon Financial
South Carolina
$216K +$214K +7,584 New
UFA
993
Unify Financial Advisors
Florida
$215K +$214K +7,561 New
OWP
994
Obermeyer Wealth Partners
Colorado
$215K +$213K +7,554 New
HIM
995
Harbour Investment Management
Washington
$215K – – –
ESB
996
Essex Savings Bank
Connecticut
$215K – – –
SWA
997
Sax Wealth Advisors
New Jersey
$214K -$11.4K -405 -5%
BCM
998
Becker Capital Management
Oregon
$213K +$4.52K +160 +2%
PWM
999
PTM Wealth Management
United States
$211K +$904 +32 +0.4%
OAP
1000
One Advisory Partners
Kansas
$211K +$209K +7,414 New
38 39
40
41 42