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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1076
Richardson Capital Management
Wisconsin
$228K -$297 -9 -0.1%
CWA
1077
Canvas Wealth Advisors
Kansas
$227K +$208K +6,287 New
HP
1078
Holistic Planning
Texas
$227K +$207K +6,270 New
W
1079
WorthPointe
California
$226K +$207K +6,267 New
MFG
1080
Mainsail Financial Group
Washington
$226K +$207K +6,264 New
RF
1081
Rossby Financial
Florida
$224K -$177K -5,345 -46%
FWM
1082
Forza Wealth Management
Florida
$224K +$205K +6,197 New
BW
1083
BXM Wealth
Colorado
$223K +$204K +6,183 New
STFP
1084
Signal Tree Financial Partners
Ohio
$223K +$204K +6,182 New
BTI
1085
Blue Trust Inc
Georgia
$223K -$6.71K -203 -3%
TF
1086
TME Financial
California
$223K +$204K +6,167 New
UB
1087
UMB Bank
Missouri
$222K +$89.4K +2,704 +78%
HIC
1088
Hartline Investment Corp
Illinois
$222K +$203K +6,144 New
NFG
1089
Nations Financial Group
Iowa
$222K +$203K +6,143 New
WCM
1090
WealthBridge Capital Management
Ohio
$222K +$203K +6,142 New
SC
1091
Scratch Capital
Idaho
$221K +$202K +6,118 New
LWANC
1092
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K – – –
ECM
1093
Elgethun Capital Management
South Dakota
$221K -$7.11K -215 -3%
AWP
1094
Atlas Wealth Partners
Pennsylvania
$220K +$201K +6,093 New
CHIA
1095
Copper Harbor Investment Advisors
Wisconsin
$220K +$201K +6,083 New
BC
1096
Brio Consultants
California
$220K +$201K +6,078 New
GFWA
1097
Grey Fox Wealth Advisors
Delaware
$219K +$200K +6,050 New
DWA
1098
Delap Wealth Advisory
Oregon
$218K +$200K +6,041 New
MFG
1099
Mission Financial Group
Nevada
$218K +$199K +6,024 New
BRWA
1100
B. Riley Wealth Advisors
Florida
$217K +$201K +6,083 New
42 43
44
45 46