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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
126
VCI Wealth Management
Missouri
$7.32M -$1.41M -60,000 -17%
WANY
127
Wealthspire Advisors (New York)
New York
$7.18M -$313K -13,356 -4%
RGF
128
Retirement Guys Formula
Ohio
$7.15M +$273K +11,638 +4%
BFG
129
Bleakley Financial Group
New Jersey
$7.14M +$181K +7,736 +3%
SW
130
Simplicity Wealth
New Jersey
$7.14M +$6.79M +289,816 New
HWM
131
HB Wealth Management
Georgia
$7.12M -$64.8K -2,766 -0.9%
VC
132
Veery Capital
Delaware
$7.12M +$356K +15,208 +6%
CWM
133
Congress Wealth Management
Massachusetts
$7.06M +$38.9K +1,662 +0.6%
MG
134
Mather Group
Illinois
$7.06M -$5.9K -252 -0.1%
ADL
135
Asset Dedication LLC
California
$7.05M -$149K -6,378 -2%
SS
136
Sunbelt Securities
Texas
$7.01M +$650K +27,742 +11%
AMG
137
Asset Management Group
Connecticut
$7M +$14.5K +618 +0.2%
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$6.92M +$166K +7,100 +3%
GC
139
Garde Capital
Washington
$6.9M -$306K -13,078 -4%
HPFG
140
Hart & Patterson Financial Group
Massachusetts
$6.87M -$209K -8,932 -3%
CAM
141
Cresset Asset Management
Illinois
$6.7M -$60.2K -2,568 -0.9%
PSP
142
Pacific Sage Partners
Washington
$6.57M +$13.3K +568 +0.2%
BIA
143
Bell Investment Advisors
California
$6.53M -$259K -11,038 -4%
BDF
144
Black Diamond Financial
Maryland
$6.51M – – –
IAN
145
Integrated Advisors Network
Texas
$6.45M +$169K +7,224 +3%
MAM
146
Marquette Asset Management
Minnesota
$6.39M -$15.1K -646 -0.2%
LA
147
LVW Advisors
New York
$6.25M +$550K +23,460 +10%
VA
148
Valmark Advisers
Ohio
$6.23M +$56.7K +2,420 +1%
SFA
149
Seneca Financial Advisors
New York
$6.13M +$1.27M +54,358 +28%
IA
150
IFS Advisors
Kansas
$6.11M -$44K -1,880 -0.8%
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