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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
226
Concurrent Investment Advisors
Florida
$11.4M +$3.3M +141,554 +38%
EA
227
Enclave Advisors
Texas
$11.4M +$37.3K +1,602 +0.3%
LPAM
228
Lodestar Private Asset Management
California
$11.4M +$465K +19,962 +4%
CCA
229
Cobblestone Capital Advisors
New York
$11.3M -$1.03M -44,263 -8%
FFA
230
Farther Finance Advisors
California
$11.2M -$899K -38,598 -7%
SFPM
231
Sensible Financial Planning & Management
Massachusetts
$11.2M -$25.2K -1,081 -0.2%
ACG
232
Allen Capital Group
Nebraska
$11M -$180K -7,743 -2%
NSAM
233
North Star Asset Management
Wisconsin
$11M +$230K +9,897 +2%
BTWM
234
Brass Tax Wealth Management
Ohio
$10.9M -$116K -4,995 -1%
WA
235
Waverly Advisors
Alabama
$10.9M +$4.32M +185,368 +60%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$476K +20,444 +4%
FFP
237
Frisco Financial Planning
Texas
$10.6M +$142K +6,097 +1%
GCM
238
G2 Capital Management
Ohio
$10.4M – – –
RWP
239
Revolve Wealth Partners
New Jersey
$10.4M +$141K +6,060 +1%
MFA
240
Morling Financial Advisors
California
$10.4M +$49.2K +2,115 +0.5%
NA
241
NewEdge Advisors
Louisiana
$10.4M -$407K -17,481 -4%
SCM
242
SCS Capital Management
Massachusetts
$10.3M +$10.8M +464,556 New
AWM
243
AE Wealth Management
Kansas
$10.2M +$5.4M +231,869 +100%
CFO
244
CVA Family Office
Colorado
$10.2M -$114K -4,905 -1%
AMM
245
American Money Management
California
$10M +$228K +9,795 +2%
FF
246
Farrell Financial
New York
$9.81M +$518K +22,233 +5%
CHA
247
Cooper/Haims Advisors
New York
$9.77M -$39.3K -1,687 -0.4%
FC
248
Forte Capital
New York
$9.59M -$237K -10,162 -2%
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$9.58M +$3.61K +155 +0%
MFG
250
Merit Financial Group
Georgia
$9.53M +$7.63M +327,766 +315%
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