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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$9.55M +$19.6K +948 +0.2%
CFA
227
Cahill Financial Advisors
Minnesota
$9.54M -$148K -7,155 -2%
FF
228
Farrell Financial
New York
$9.4M -$240K -11,595 -3%
GIA
229
Gladstone Institutional Advisory
Florida
$9.36M +$399K +19,329 +5%
CFO
230
CVA Family Office
Colorado
$9.25M +$558K +27,015 +7%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$9.2M +$576K +27,894 +7%
CG
232
Caprock Group
Idaho
$9.18M +$6.9M +333,801 +357%
NP
233
NorthRock Partners
Minnesota
$9.17M -$557K -26,976 -6%
JCM
234
Jacobi Capital Management
Pennsylvania
$9.13M +$7.83M +378,843 +801%
NA
235
NewEdge Advisors
Louisiana
$8.99M +$2.34M +113,388 +37%
AMM
236
American Money Management
California
$8.96M +$164K +7,950 +2%
LSAG
237
Lake Street Advisors Group
New Hampshire
$8.89M – – –
AWE
238
Avidian Wealth Enterprises
Texas
$8.88M +$8.57M +414,573 New
RFA
239
RTD Financial Advisors
Pennsylvania
$8.67M -$110K -5,334 -1%
VAMG
240
Voisard Asset Management Group
Michigan
$8.52M -$247K -11,952 -3%
AFA
241
AA Financial Advisors
Ohio
$8.5M -$157K -7,578 -2%
CWM
242
Castle Wealth Management
Florida
$8.44M -$853K -41,259 -10%
AIM
243
AMI Investment Management
Indiana
$8.32M -$159K -7,689 -2%
USWIA
244
UP Strategic Wealth Investment Advisors
Pennsylvania
$8.32M +$881K +42,618 +12%
PCWA
245
Pacific Capital Wealth Advisors
California
$8.19M -$26.2K -1,266 -0.3%
BAMG
246
Brand Asset Management Group
Missouri
$8.15M -$77.7K -3,759 -1%
MA
247
MBA Advisors
Pennsylvania
$8.03M -$110K -5,313 -1%
SWM
248
SigFig Wealth Management
California
$7.99M +$3.17M +153,576 +63%
NRI
249
NFP Retirement Inc
California
$7.95M -$1.08M -52,458 -12%
EW
250
Element Wealth
Mississippi
$7.95M -$124K -6,000 -2%
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