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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
1051
Burk Holdings
Oklahoma
$179K +$184K +6,151 New
PG
1052
Proffitt & Goodson
Tennessee
$168K -$7.79K -260 -4%
PWAM
1053
Private Wealth Asset Management
Iowa
$164K +$37.4K +1,247 +28%
PWA
1054
Portus Wealth Advisors
North Carolina
$155K -$179K -5,966 -53%
ACM
1055
Anfield Capital Management
California
$155K -$54.1K -1,806 -25%
KFI
1056
Key Financial Inc
Pennsylvania
$150K – – –
DF
1057
DecisionPoint Financial
Arizona
$146K – – –
WSFS
1058
Wilmington Savings Fund Society
Delaware
$145K – – –
MAFA
1059
MJT & Associates Financial Advisory
Minnesota
$145K -$30K -1,002 -17%
TIM
1060
Thompson Investment Management
Wisconsin
$141K -$24.9K -830 -15%
HIA
1061
Harbor Investment Advisory
Maryland
$139K +$570 +19 +0.4%
AW
1062
Avion Wealth
Texas
$134K – – –
RMP
1063
Richards, Merrill & Peterson
Washington
$132K – – –
HC
1064
Hurley Capital
New York
$131K +$30 +1 +0%
B
1065
Bayban
Minnesota
$128K – – –
SMA
1066
Sage Mountain Advisors
Georgia
$128K +$180 +6 +0.1%
FMII
1067
Farmers & Merchants Investments Inc
Nebraska
$125K – – –
CFP
1068
Comprehensive Financial Planning
Pennsylvania
$124K +$127K +4,248 New
BONH
1069
Bank of New Hampshire
New Hampshire
$121K -$30 -1 -0%
RDFA
1070
Ritter Daniher Financial Advisory
Ohio
$121K -$5.19K -173 -4%
BL
1071
BFSG LLC
California
$111K -$7.25K -242 -6%
GKIM
1072
GW&K Investment Management
Massachusetts
$107K +$150 +5 +0.1%
CT
1073
Caldwell Trust
Florida
$107K – – –
ST
1074
Smithfield Trust
Pennsylvania
$106K – – –
CIAS
1075
Capital Investment Advisory Services
North Carolina
$104K – – –
41 42
43
44 45