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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1201
TD Capital Management
Tennessee
$8.31K +$30 +1 +0.4%
BLC
1202
Brown, Lisle/Cummings
Rhode Island
$8.14K – – –
MSFP
1203
Mark Sheptoff Financial Planning
Connecticut
$8.12K – – –
NG
1204
NWK Group
California
$8.08K – – –
CSPIA
1205
Cary Street Partners Investment Advisory
Virginia
$7.59K -$90 -3 -1%
CCMI
1206
Creative Capital Management Investments
California
$7.53K +$1.35K +45 +21%
MWM
1207
Magnolia Wealth Management
Alabama
$7.27K +$7.49K +250 New
FFA
1208
Frazier Financial Advisors
Ohio
$6.78K – – –
MPW
1209
MASECO Private Wealth
$6.46K – – –
VR
1210
Vision Retirement
New Jersey
$6.4K – – –
CT
1211
Colonial Trust
South Carolina
$6.17K – – –
FP
1212
Financial Perspectives
Minnesota
$5.9K – – –
IBOK
1213
Independence Bank of Kentucky
Kentucky
$5.82K -$6K -200 -50%
NWMP
1214
Noble Wealth Management PBC
Colorado
$5.82K – – –
TCOT
1215
Trust Company of Toledo
Ohio
$5.7K +$5.88K +196 New
AFG
1216
Albion Financial Group
Utah
$5.29K – – –
AA
1217
Atmos Advisory
Pennsylvania
$5.26K +$150 +5 +3%
WA
1218
Walsh & Associates
Florida
$5K – – –
DAM
1219
Delta Asset Management
Tennessee
$4.94K – – –
PCA
1220
Providence Capital Advisors
North Carolina
$4.65K – – –
CSB
1221
City State Bank
Iowa
$4.36K – – –
PIP
1222
Peachtree Investment Partners
Florida
$4.36K +$4.5K +150 New
DPW
1223
DiNuzzo Private Wealth
Pennsylvania
$3.98K – – –
BF
1224
BOK Financial
Oklahoma
$3.43K -$16.8K -561 -83%
GWS
1225
Greykasell Wealth Strategies
California
$3.37K – – –
47 48
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