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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
976
Fairway Wealth
Ohio
$234K +$78.9K +2,631 +49%
MCM
977
Mitchell Capital Management
Kansas
$233K +$3.12K +104 +1%
AV
978
Aspiring Ventures
Ohio
$232K -$3.84K -128 -2%
SAM
979
Stembrook Asset Management
New Jersey
$232K -$2.64K -88 -1%
WA
980
WPG Advisers
Maryland
$231K -$21.8K -727 -8%
HWM
981
Heirloom Wealth Management
Colorado
$231K -$82.1K -2,738 -26%
PMG
982
Private Management Group
California
$230K – – –
MNA
983
Manning & Napier Advisors
New York
$230K -$510 -17 -0.2%
RIA
984
Regal Investment Advisors
Michigan
$230K -$51.5K -1,718 -18%
GWM
985
GSB Wealth Management
Connecticut
$229K -$689 -23 -0.3%
SFS
986
Strategic Financial Services
New York
$229K – – –
HFP
987
Holistic Financial Partners
Indiana
$228K -$11.1K -370 -5%
AWP
988
Astra Wealth Partners
New Jersey
$228K – – –
ACM
989
Appalachian Capital Management
Ohio
$228K +$300 +10 +0.1%
SQA
990
Simon Quick Advisors
New Jersey
$227K -$450 -15 -0.2%
CWA
991
Continuum Wealth Advisors
New York
$226K – – –
SG
992
StoneX Group
New York
$226K -$404K -13,474 -63%
AA
993
Ancora Advisors
Ohio
$225K +$12.5K +417 +6%
ACA
994
Affinity Capital Advisors
California
$225K +$232K +7,746 New
NSIM
995
North Star Investment Management
Illinois
$225K -$7.34K -245 -3%
AFP
996
ATLas Financial Planning
Georgia
$224K +$60 +2 +0%
AL
997
ADE LLC
Maryland
$224K – – –
WAS
998
Westco Advisory Services
New York
$223K +$1.47K +49 +0.6%
PMFA
999
Plante Moran Financial Advisors
Michigan
$223K +$77.9K +2,598 +51%
HCWM
1000
Hidden Cove Wealth Management
Washington
$222K – – –
38 39
40
41 42