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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
201
AlphaStar Capital Management
North Carolina
$3.11M +$429K +20,046 +14%
CWM
202
Chesapeake Wealth Management
Virginia
$3.1M +$115K +5,394 +4%
EGWAG
203
Elwood & Goetz Wealth Advisory Group
Georgia
$3.07M +$2.82M +132,140 +524%
LPIC
204
LeJeune Puetz Investment Counsel
Michigan
$3.06M +$7.91K +370 +0.2%
MWA
205
Martel Wealth Advisors
Washington
$3.05M -$669K -31,280 -17%
SAM
206
Smithbridge Asset Management
Pennsylvania
$3.04M +$939K +43,920 +39%
MSWMA
207
Market Street Wealth Management Advisors
Indiana
$2.99M +$1.04M +48,788 +47%
PWA
208
Providence Wealth Advisors
Illinois
$2.99M -$28.9K -1,352 -0.9%
TFF
209
The Family Firm
Maryland
$2.99M +$11.5K +540 +0.4%
SLT
210
St Louis Trust
Missouri
$2.94M +$491K +22,980 +18%
DFA
211
DHJJ Financial Advisors
Illinois
$2.94M +$108K +5,042 +3%
FTS
212
Fifth Third Securities
Ohio
$2.92M +$3.2M +149,884 New
NF
213
Nikulski Financial
Iowa
$2.92M -$4.32K -202 -0.1%
EWA
214
EP Wealth Advisors
California
$2.91M -$529K -24,748 -14%
PFM
215
Parsec Financial Management
North Carolina
$2.9M -$92K -4,304 -3%
WA
216
Wealth Architects
California
$2.89M – – –
LIM
217
Leavell Investment Management
Alabama
$2.88M -$440K -20,572 -12%
5L
218
55I LLC
Massachusetts
$2.78M -$17.6M -822,582 -85%
CPIG
219
Chicago Partners Investment Group
Illinois
$2.78M +$675K +31,588 +32%
SCA
220
Strategic Capital Advisers
Colorado
$2.77M -$69.7K -3,260 -2%
GPFA
221
Game Plan Financial Advisors
Ohio
$2.76M -$192K -8,960 -6%
WA
222
WBH Advisory
Maryland
$2.66M -$450K -21,070 -14%
CCM
223
Coldstream Capital Management
Washington
$2.66M +$476K +22,262 +19%
VCM
224
Vision Capital Management
Oregon
$2.63M -$86K -4,024 -3%
CNFG
225
Creegan & Nassoura Financial Group
New Hampshire
$2.62M +$428 +20 +0%
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