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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1076
Mainsail Financial Group
Washington
$226K +$207K +6,264 New
RF
1077
Rossby Financial
Florida
$224K -$177K -5,345 -46%
FWM
1078
Forza Wealth Management
Florida
$224K +$205K +6,197 New
BW
1079
BXM Wealth
Colorado
$223K +$204K +6,183 New
STFP
1080
Signal Tree Financial Partners
Ohio
$223K +$204K +6,182 New
BTI
1081
Blue Trust Inc
Georgia
$223K -$6.71K -203 -3%
TF
1082
TME Financial
California
$223K +$204K +6,167 New
UB
1083
UMB Bank
Missouri
$222K +$89.4K +2,704 +78%
HIC
1084
Hartline Investment Corp
Illinois
$222K +$203K +6,144 New
NFG
1085
Nations Financial Group
Iowa
$222K +$203K +6,143 New
WCM
1086
WealthBridge Capital Management
Ohio
$222K +$203K +6,142 New
SC
1087
Scratch Capital
Idaho
$221K +$202K +6,118 New
LWANC
1088
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K – – –
ECM
1089
Elgethun Capital Management
South Dakota
$221K -$7.11K -215 -3%
AWP
1090
Atlas Wealth Partners
Pennsylvania
$220K +$201K +6,093 New
CHIA
1091
Copper Harbor Investment Advisors
Wisconsin
$220K +$201K +6,083 New
BC
1092
Brio Consultants
California
$220K +$201K +6,078 New
GFWA
1093
Grey Fox Wealth Advisors
Delaware
$219K +$200K +6,050 New
DWA
1094
Delap Wealth Advisory
Oregon
$218K +$200K +6,041 New
MFG
1095
Mission Financial Group
Nevada
$218K +$199K +6,024 New
BRWA
1096
B. Riley Wealth Advisors
Florida
$217K +$201K +6,083 New
AV
1097
Aspiring Ventures
Ohio
$216K -$66.1K -2,000 -25%
NP
1098
Nilsine Partners
Colorado
$216K +$198K +5,981 New
AMIM
1099
Aull & Monroe Investment Management
Alabama
$216K +$198K +5,977 New
LW
1100
Livet Wealth
Utah
$215K +$197K +5,952 New
42 43
44
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