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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1026
Worth Asset Management
Texas
$210K -$69.3K -2,312 -24%
OCM
1027
One Capital Management
California
$210K +$216K +7,218 New
GWAM
1028
Guardian Wealth Advisors (Minnesota)
Minnesota
$208K +$2.85K +95 +1%
BFM
1029
Broadview Financial Management
Wisconsin
$208K +$240 +8 +0.1%
AIMC
1030
Alley Investment Management Company
Illinois
$207K -$4.74K -158 -2%
NEPWA
1031
New England Private Wealth Advisors
Massachusetts
$206K +$30 +1 +0%
AA
1032
Apriem Advisors
California
$205K -$6K -200 -3%
FCH
1033
Freestone Capital Holdings
Washington
$205K -$61.7K -2,058 -23%
EWM
1034
Evercore Wealth Management
New York
$205K – – –
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K -$1.5K -50 -0.8%
ML
1036
Mayport LLC
Massachusetts
$204K -$5.1K -170 -2%
DF
1037
Dunhill Financial
United Kingdom
$203K +$127K +4,252 +157%
SIMC
1038
Squire Investment Management Company
Utah
$202K +$208K +6,936 New
TF
1039
Trek Financial
Arizona
$202K +$208K +6,931 New
SAM
1040
Smartleaf Asset Management
Massachusetts
$198K +$103K +3,433 +95%
PCM
1041
Palouse Capital Management
Washington
$195K -$1.56K -52 -0.8%
BWL
1042
Bogart Wealth LLC
Virginia
$190K +$26.9K +896 +16%
BFPW
1043
BOK Financial Private Wealth
Colorado
$186K – – –
BTI
1044
Blue Trust Inc
Georgia
$186K +$3.12K +104 +2%
GSEP
1045
Golden State Equity Partners
California
$185K +$191K +6,373 New
SWP
1046
Strategic Wealth Partners
Ohio
$185K +$60 +2 +0%
ECM
1047
Elgethun Capital Management
South Dakota
$184K -$959 -32 -0.5%
RCM
1048
Richardson Capital Management
Wisconsin
$183K +$270 +9 +0.1%
PB
1049
Pinnacle Bancorp
Nebraska
$180K -$15.8K -528 -8%
FPF
1050
First Pacific Financial
Washington
$179K -$19.8K -660 -10%
40 41
42
43 44