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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
226
Vivaldi Capital Management
Illinois
$12.8M -$339K -15,011 -3%
BTWM
227
Brass Tax Wealth Management
Ohio
$12.7M +$599K +26,505 +5%
EF
228
Envision Financial
Wisconsin
$12.7M +$66.3K +2,933 +0.6%
FLPIM
229
F.L. Putnam Investment Management
Massachusetts
$12.6M +$2.47M +109,127 +27%
KW
230
Keyvantage Wealth
Pennsylvania
$12.5M -$466K -20,591 -4%
SFPM
231
Sensible Financial Planning & Management
Massachusetts
$12.4M +$7.57K +335 +0.1%
GC
232
Grimes & Company
Massachusetts
$12.4M +$1.79M +79,381 +19%
CCA
233
Cobblestone Capital Advisors
New York
$12.4M -$164K -7,241 -1%
EA
234
Enclave Advisors
Texas
$12.3M -$274K -12,129 -2%
ACG
235
Allen Capital Group
Nebraska
$12.2M -$2.62K -116 -0%
CFO
236
CVA Family Office
Colorado
$12.1M +$715K +31,621 +7%
WA
237
Waverly Advisors
Alabama
$12M +$4.23K +187 +0%
NSAM
238
North Star Asset Management
Wisconsin
$11.9M -$221K -9,775 -2%
FFP
239
Frisco Financial Planning
Texas
$11.8M +$103K +4,554 +1%
SF
240
Summit Financial
New Jersey
$11.6M +$1.22M +53,804 +13%
EH
241
Equitable Holdings
New York
$11.6M +$969K +42,842 +10%
GCM
242
G2 Capital Management
Ohio
$11.5M -$29.3K -1,294 -0.3%
MFG
243
Merit Financial Group
Georgia
$11.4M +$753K +33,310 +8%
SCM
244
SCS Capital Management
Massachusetts
$11.4M +$1.45K +64 +0%
NA
245
NewEdge Advisors
Louisiana
$11.3M -$197K -8,723 -2%
CIA
246
Concurrent Investment Advisors
Florida
$11.2M -$1.31M -57,951 -11%
FFA
247
Farther Finance Advisors
California
$11.2M -$1.11M -48,905 -10%
AMM
248
American Money Management
California
$11.1M +$53.5K +2,368 +0.5%
MFA
249
Morling Financial Advisors
California
$11M -$462K -20,415 -4%
CHA
250
Cooper/Haims Advisors
New York
$11M +$128K +5,665 +1%
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