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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
226
Blackhawk Capital Partners
Wisconsin
$14.7M +$274K +10,255 +2%
VCM
227
Vivaldi Capital Management
Illinois
$14.6M +$166K +6,222 +1%
CG
228
Caprock Group
Idaho
$14.5M +$2.95M +110,345 +26%
SPC
229
Sigma Planning Corp
Michigan
$14.4M -$640K -23,966 -4%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$42K -1,574 -0.3%
BW
231
Balance Wealth
Ohio
$14.2M +$134K +5,010 +1%
LPAM
232
Lodestar Private Asset Management
California
$14.1M +$69K +2,584 +0.5%
SAI
233
Savvy Advisors Inc
New York
$14M +$650K +24,328 +5%
WA
234
Waverly Advisors
Alabama
$13.9M +$580K +21,727 +4%
AIA
235
Arcadia Investment Advisors
Idaho
$13.8M -$264K -9,870 -2%
ACG
236
Allen Capital Group
Nebraska
$13.8M -$170K -6,360 -1%
CFO
237
CVA Family Office
Colorado
$13.6M -$5.82K -218 -0%
VT
238
Vise Technologies
New York
$13.5M +$3.46M +129,660 +35%
GC
239
Grimes & Company
Massachusetts
$13.2M -$380K -14,228 -3%
KW
240
Keyvantage Wealth
Pennsylvania
$13.2M -$256K -9,599 -2%
EF
241
Envision Financial
Wisconsin
$13.1M -$323K -12,090 -2%
ELM
242
Elite Life Management
Florida
$13M -$170K -6,371 -1%
CA
243
CoreCap Advisors
Michigan
$12.8M +$775K +29,014 +7%
GCM
244
G2 Capital Management
Ohio
$12.6M -$53.6K -2,007 -0.4%
NSAM
245
North Star Asset Management
Wisconsin
$12.6M -$131K -4,893 -1%
SCM
246
SCS Capital Management
Massachusetts
$12.4M -$114K -4,250 -0.9%
MFA
247
Morling Financial Advisors
California
$12.3M +$286K +10,715 +2%
IWM
248
IHT Wealth Management
Illinois
$12.3M -$487K -18,237 -4%
AFP
249
Arnold Financial Planning
Iowa
$12.2M +$12.1M +453,850 New
EA
250
Enclave Advisors
Texas
$12.2M -$256K -9,587 -2%
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