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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1226
Atlantic Edge Private Wealth Management
Florida
$36.1K – – –
BAM
1227
Bellevue Asset Management
Washington
$35.2K +$66 +2 +0.2%
MWM
1228
Mosley Wealth Management
California
$34.4K +$31.5K +953 New
MI
1229
Markowski Investments
Florida
$33.8K +$30.9K +936 New
MP
1230
McDonald Partners
Ohio
$33.1K +$30.3K +916 New
ICM
1231
Islay Capital Management
Texas
$32.5K – – –
CT
1232
Colonial Trust
South Carolina
$29.8K +$20.3K +613 +289%
PP
1233
PFS Partners
New Jersey
$29.6K – – –
GWS
1234
Glassman Wealth Services
Virginia
$29.2K – – –
TFGT
1235
TS Financial Group (TSFG)
Illinois
$29K – – –
CPA
1236
Cardiff Park Advisors
California
$28.9K – – –
KFGG
1237
Keystone Financial Group (Georgia)
Georgia
$28.5K +$99 +3 +0.4%
MCA
1238
Maryland Capital Advisors
Maryland
$27.9K +$25.5K +772 New
RF
1239
Roxbury Financial
New Jersey
$27.8K – – –
EWM
1240
Evolution Wealth Management
Florida
$26.7K +$3.17K +96 +15%
GJIA
1241
Glass Jacobson Investment Advisors
Maryland
$26.5K +$132 +4 +0.5%
CA
1242
Crewe Advisors
Utah
$25.6K – – –
KFP
1243
Kerr Financial Planning
California
$25.4K +$33 +1 +0.1%
CCMW
1244
Cypress Capital Management (Wyoming)
Wyoming
$24.1K +$22K +667 New
SWA
1245
SOA Wealth Advisors
New York
$23.1K – – –
TPW
1246
TOP Private Wealth
Connecticut
$22.9K +$21K +635 New
HNW
1247
High Note Wealth
Minnesota
$22.8K +$20.9K +632 New
PP
1248
Pacifica Partners
Canada
$22.6K – – –
HPC
1249
HM Payson & Co
Maine
$22.5K -$9.78K -296 -32%
KG
1250
Kilter Group
New York
$22.2K +$33 +1 +0.2%
48 49
50
51 52