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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
201
Private Capital Management (Colorado)
Colorado
$1.89M -$428K -28,600 -20%
ISWM
202
Independent Solutions Wealth Management
New York
$1.87M -$121K -8,052 -7%
BC
203
Bartlett & Co
Ohio
$1.87M -$71.9K -4,800 -4%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$1.87M -$71.9K -4,800 -4%
CWM
205
Cabot Wealth Management
Massachusetts
$1.85M +$183K +12,240 +12%
PFT
206
Providence First Trust
Arizona
$1.83M – – –
PWM
207
Provident Wealth Management
Tennessee
$1.81M +$161K +10,760 +11%
AI
208
Atria Investments
North Carolina
$1.8M +$1.65M +109,924 New
NRI
209
NFP Retirement Inc
California
$1.78M +$294K +19,660 +22%
WCWM
210
Wooster Corthell Wealth Management
Connecticut
$1.77M -$781K -52,164 -33%
GSIS
211
Global Strategic Investment Solutions
Arizona
$1.74M +$226K +15,088 +16%
DI
212
Diligent Investors
California
$1.7M +$168K +11,200 +12%
ISG
213
Investment Security Group
Colorado
$1.69M -$43.2K -2,888 -3%
CFA
214
Cahill Financial Advisors
Minnesota
$1.68M -$1.25M -83,156 -45%
B
215
Bailard
California
$1.65M -$308K -20,540 -17%
B
216
Brightworth
Georgia
$1.65M +$631K +42,152 +71%
AFA
217
Atlanta Financial Associates
Georgia
$1.64M +$77.9K +5,204 +5%
AOWM
218
Alpha Omega Wealth Management
Virginia
$1.64M +$17.3K +1,152 +1%
PAI
219
Pittenger & Anderson Inc
Nebraska
$1.63M -$73.7K -4,924 -5%
DBRC
220
D.B. Root & Company
Pennsylvania
$1.61M -$29.9K -1,996 -2%
SBH
221
Segall Bryant & Hamill
Illinois
$1.56M -$431K -28,788 -23%
AIM
222
Anchor Investment Management
South Carolina
$1.56M -$8.51K -568 -0.6%
DCM
223
DeGreen Capital Management
Arizona
$1.55M -$121K -8,076 -8%
BP
224
Broadleaf Partners
Ohio
$1.53M -$27.6K -1,844 -2%
LCM
225
Leisure Capital Management
California
$1.52M -$134K -8,976 -9%
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