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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1001
Barnes Dennig Private Wealth Management
Ohio
$46.9K +$51K +2,000 New
RF
1002
Robbins Farley
New Hampshire
$46.6K +$4K +157 +9%
SIM
1003
Studio Investment Management
Illinois
$45.6K – – –
PS
1004
Pinney & Scofield
Massachusetts
$45K +$51 +2 +0.1%
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$44.2K -$39.9K -1,566 -45%
DJSG
1006
D.J. St. Germain
Massachusetts
$43.9K +$46.5K +1,824 +3,800%
VCM
1007
Versant Capital Management
Arizona
$43K – – –
WWM
1008
Woodside Wealth Management
Massachusetts
$41.8K +$45.5K +1,786 New
PP
1009
PDS Planning
Ohio
$40.5K -$21K -822 -32%
ACA
1010
Atlas Capital Advisors
Wyoming
$40.1K -$408 -16 -0.9%
GM
1011
GeoWealth Management
Illinois
$37.6K +$40.3K +1,582 +7,533%
CIAS
1012
CBIZ Investment Advisory Services
Ohio
$37.2K – – –
WF
1013
Wayfinding Financial
Washington
$37K +$40.7K +1,596 New
CFS
1014
Compass Financial Services
Iowa
$37K +$40.2K +1,578 New
IF
1015
Integrity Financial
Wyoming
$36.9K -$23.8K -934 -37%
M
1016
MOTCO
Texas
$35.7K – – –
CFFP
1017
Center for Financial Planning
Michigan
$35.1K +$38.2K +1,497 New
SL
1018
Salomon & Ludwin
Virginia
$33.8K – – –
RIL
1019
Rothschild Investment LLC
Illinois
$31.8K +$1.02K +40 +3%
LWA
1020
Lowe Wealth Advisors
Maryland
$31.4K – – –
GWS
1021
Glassman Wealth Services
Virginia
$30.5K – – –
GWM
1022
GSB Wealth Management
Connecticut
$29.8K +$32.4K +1,273 New
RF
1023
Rossby Financial
Florida
$29.6K +$33.1K +1,300 New
BCMLT
1024
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K – – –
CRFG
1025
Columbia River Financial Group
Washington
$29K +$32.4K +1,270 New
39 40
41
42 43