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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
126
Avantax Planning Partners
Iowa
$1.12M +$1.07M +72,844 New
CWM
127
Confluence Wealth Management
Oregon
$1.11M +$142K +9,648 +15%
FC
128
Financial Consulate
Maryland
$1.11M +$57.5K +3,908 +6%
BBA
129
BLB&B Advisors
Pennsylvania
$1.07M +$48.7K +3,312 +5%
HR
130
Howe & Rusling
New York
$1.06M +$93.5K +6,360 +10%
FA
131
Fagan Associates
New York
$1.04M +$38.5K +2,616 +4%
FWP
132
FAS Wealth Partners
Kansas
$1.04M +$193K +13,152 +24%
AOWM
133
Alpha Omega Wealth Management
Virginia
$1.04M +$999K +67,912 New
MAS
134
Managed Account Services
Florida
$1.03M +$990K +67,320 New
TRCT
135
Tower Research Capital (TRC)
New York
$985K +$708K +48,160 +302%
FC
136
FCA Corp
Texas
$982K +$310K +21,084 +49%
FCI
137
Financial Counselors Inc
Kansas
$982K +$940K +63,900 New
SEIA
138
Signature Estate & Investment Advisors
California
$979K -$121K -8,228 -11%
BCMO
139
Buckingham Capital Management (Ohio)
Ohio
$945K +$37.1K +2,524 +4%
PAM
140
Premier Asset Management
Illinois
$940K +$42.6K +2,900 +5%
BFPW
141
BOK Financial Private Wealth
Colorado
$922K -$4.88K -332 -0.6%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$878K +$840K +57,116 New
MCM
143
Mengis Capital Management
Oregon
$866K +$154K +10,464 +23%
CWM
144
Cabot Wealth Management
Massachusetts
$825K +$145K +9,884 +23%
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$805K -$156K -10,632 -17%
IF
146
Ironwood Financial
Arizona
$789K -$26.4K -1,792 -3%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$786K -$9.71K -660 -1%
IWMPD
148
Integrated Wealth Management (Palm Desert)
California
$753K +$195K +13,276 +37%
FAAS
149
First Allied Advisory Services
California
$742K +$302K +20,540 +74%
CIAS
150
Capital Investment Advisory Services
North Carolina
$739K +$708K +48,112 New
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