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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1201
Institute for Wealth Management
Colorado
$58.3K +$53.3K +1,613 New
AA
1202
Addison Advisors
Vermont
$58.2K +$7.07K +214 +15%
BW
1203
Basepoint Wealth
Iowa
$58.1K +$529 +16 +1%
SC
1204
SouthState Corp
Florida
$57.9K -$1.26K -38 -2%
AP
1205
Aspect Partners
Virginia
$57.8K – – –
TF
1206
Tompkins Financial
New York
$57K +$16.3K +494 +46%
SGK
1207
Steigerwald Gordon & Koch
Virginia
$55.2K – – –
AWM
1208
Angeles Wealth Management
California
$55.2K +$13.8K +418 +38%
NSG
1209
Nalls Sherbakoff Group
Tennessee
$53.8K – – –
KCM
1210
Key Capital Management
Tennessee
$51.1K -$3.47K -105 -7%
FHC
1211
First Horizon Corporation
Tennessee
$50.4K – – –
ATC
1212
Adirondack Trust Company
New York
$49.9K – – –
KFAS
1213
Keating Financial Advisory Services
Kansas
$47.5K – – –
IAIM
1214
International Assets Investment Management
Florida
$46.6K +$7.2K +218 +20%
OCM
1215
Osbon Capital Management
Massachusetts
$45.5K – – –
MFA
1216
Morling Financial Advisors
California
$43.4K – – –
HFG
1217
Harborfront Financial Group
Michigan
$42.9K +$39.2K +1,186 New
HI
1218
Hoey Investments
Pennsylvania
$41.8K -$925 -28 -2%
CNBT
1219
Cornerstone National Bank & Trust
Illinois
$41.7K – – –
SWP
1220
SIMA Wealth Partners
Virginia
$40.8K +$330 +10 +0.9%
JFG
1221
JDM Financial Group
Texas
$38.6K – – –
HPIA
1222
Hamilton Point Investment Advisors
North Carolina
$38.4K – – –
MSG
1223
Main Street Group
Virginia
$38.1K -$2.74K -83 -7%
PP
1224
PDS Planning
Ohio
$37.4K +$14.4K +436 +73%
SL
1225
Salomon & Ludwin
Virginia
$36.4K -$1.12K -34 -3%
47 48
49
50 51