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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
Modus Advisors
Minnesota
$189K -$17.1K -604 -8%
BFPW
1027
BOK Financial Private Wealth
Colorado
$182K – – –
ECM
1028
Elgethun Capital Management
South Dakota
$181K -$3.05K -108 -2%
SWP
1029
Strategic Wealth Partners
Ohio
$181K -$3.36K -119 -2%
RCM
1030
Richardson Capital Management
Wisconsin
$179K +$762 +27 +0.4%
BTI
1031
Blue Trust Inc
Georgia
$179K -$23.8K -843 -12%
LWANC
1032
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K +$174K +6,160 New
PG
1033
Proffitt & Goodson
Tennessee
$172K – – –
RF
1034
Robbins Farley
New Hampshire
$171K +$74.5K +2,640 +78%
MAFA
1035
MJT & Associates Financial Advisory
Minnesota
$170K – – –
TIM
1036
Thompson Investment Management
Wisconsin
$162K – – –
BWL
1037
Bogart Wealth LLC
Virginia
$161K +$105K +3,706 +191%
FW
1038
Fairway Wealth
Ohio
$154K – – –
KFI
1039
Key Financial Inc
Pennsylvania
$147K -$2.26K -80 -2%
W
1040
WealthCollab
Washington
$144K +$143K +5,055 New
PMFA
1041
Plante Moran Financial Advisors
Michigan
$144K -$1.69K -60 -1%
DF
1042
DecisionPoint Financial
Arizona
$143K – – –
WSFS
1043
Wilmington Savings Fund Society
Delaware
$142K – – –
HIA
1044
Harbor Investment Advisory
Maryland
$136K – – –
AW
1045
Avion Wealth
Texas
$131K – – –
RMP
1046
Richards, Merrill & Peterson
Washington
$129K – – –
HC
1047
Hurley Capital
New York
$128K +$141 +5 +0.1%
B
1048
Bayban
Minnesota
$125K +$124K +4,396 New
PWAM
1049
Private Wealth Asset Management
Iowa
$125K +$118K +4,165 +1,876%
SMA
1050
Sage Mountain Advisors
Georgia
$125K +$537 +19 +0.4%
40 41
42
43 44