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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1026
Synergy Investment Management
Florida
$56.3K +$58K +2,178 New
EA
1027
Evolution Advisers
Virginia
$55K – – –
WWA
1028
Wingate Wealth Advisors
Massachusetts
$53.9K +$55.4K +2,084 New
BCM
1029
Blume Capital Management
California
$52.6K – – –
MA
1030
Montag & Associates
Georgia
$51.7K – – –
SIM
1031
Studio Investment Management
Illinois
$50.3K -$27 -1 -0.1%
PS
1032
Pinney & Scofield
Massachusetts
$49.7K +$51.1K +1,920 New
SWM
1033
Sugarloaf Wealth Management
Georgia
$48K – – –
VCM
1034
Versant Capital Management
Arizona
$47.4K +$27 +1 +0.1%
RF
1035
Robbins Farley
New Hampshire
$47.3K +$1.17K +44 +2%
ACA
1036
Atlas Capital Advisors
Wyoming
$44.7K -$1.97K -74 -4%
CIM
1037
Contravisory Investment Management
Massachusetts
$44.5K +$2.34K +88 +5%
FHA
1038
First Horizon Advisors
Tennessee
$41.4K – – –
CIAS
1039
CBIZ Investment Advisory Services
Ohio
$41.1K – – –
M
1040
MOTCO
Texas
$39.4K -$6.41K -241 -14%
SL
1041
Salomon & Ludwin
Virginia
$37.3K +$1.28K +48 +3%
SWP
1042
SIMA Wealth Partners
Virginia
$37.2K -$36.8K -1,383 -49%
LWA
1043
Lowe Wealth Advisors
Maryland
$34.6K +$35.6K +1,339 New
RIL
1044
Rothschild Investment LLC
Illinois
$34.1K +$4.36K +164 +14%
GWS
1045
Glassman Wealth Services
Virginia
$33.6K – – –
HPIA
1046
Hamilton Point Investment Advisors
North Carolina
$33.4K +$6.09K +229 +22%
BCMLT
1047
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.4K – – –
AEPWM
1048
Atlantic Edge Private Wealth Management
Florida
$31.8K – – –
CP
1049
Castleview Partners
Texas
$31.5K -$19.3K -724 -37%
MFA
1050
Morling Financial Advisors
California
$31K +$31.9K +1,200 New
40 41
42
43 44