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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$3.76M -$1.24M -72,256 -25%
SWM
127
Sculati Wealth Management
Michigan
$3.76M -$35.6K -2,068 -0.9%
SWM
128
Southern Wealth Management
Texas
$3.74M +$900K +52,260 +31%
MSWMA
129
Market Street Wealth Management Advisors
Indiana
$3.73M +$93.2K +5,412 +3%
PP
130
PrairieView Partners
Minnesota
$3.7M -$69K -4,008 -2%
OFG
131
Omega Financial Group
California
$3.6M -$415K -24,104 -10%
FHB
132
First Hawaiian Bank
Hawaii
$3.59M – – –
GIA
133
Gladstone Institutional Advisory
Florida
$3.57M -$2.88M -167,068 -44%
BWM
134
BCS Wealth Management
Tennessee
$3.51M -$53.2K -3,092 -1%
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$3.34M -$14.7K -852 -0.4%
MWM
136
Mission Wealth Management
California
$3.33M -$130K -7,540 -4%
HWA
137
HHM Wealth Advisors
Tennessee
$3.32M +$164K +9,500 +5%
SWM
138
SeaCrest Wealth Management
New York
$3.25M +$73.8K +4,284 +2%
PS
139
Planned Solutions
California
$3.21M +$3.23M +187,816 New
PFM
140
Parsec Financial Management
North Carolina
$3.19M -$186K -10,812 -5%
CCA
141
Cobblestone Capital Advisors
New York
$3.12M -$873K -50,696 -22%
JIC
142
Johnson Investment Counsel
Ohio
$3.11M +$312K +18,124 +11%
GCP
143
Gill Capital Partners
Colorado
$3.09M -$14K -816 -0.4%
KCPG
144
Kavar Capital Partners Group
Kansas
$3.06M +$135K +7,848 +5%
CWM
145
Chesapeake Wealth Management
Virginia
$2.99M +$63.9K +3,712 +2%
CCM
146
Chilton Capital Management
Texas
$2.99M – – –
FAAS
147
First Allied Advisory Services
California
$2.97M -$271K -15,756 -8%
EW
148
Element Wealth
Mississippi
$2.94M -$298K -17,324 -9%
JWBC
149
John W. Brooker & Co
California
$2.92M +$117K +6,796 +4%
ABC
150
Associated Banc-Corp
Wisconsin
$2.89M +$57.1K +3,316 +2%
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