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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
251
American Money Management
California
$11.8M -$239K -9,424 -2%
CA
252
CoreCap Advisors
Michigan
$11.7M +$2.61M +102,935 +30%
FFP
253
Frisco Financial Planning
Texas
$11.6M -$1.04M -41,030 -8%
FF
254
Farrell Financial
New York
$11.6M -$108K -4,262 -1%
CHA
255
Cooper/Haims Advisors
New York
$11.5M -$266K -10,482 -2%
EWP
256
Elevation Wealth Partners
California
$11.5M +$166K +6,518 +2%
SFWC
257
Strategic Family Wealth Counselors
New Jersey
$11.5M +$7.77K +306 +0.1%
SC
258
Sykon Capital
New York
$11.3M +$10.9M +429,831 New
RWP
259
Revolve Wealth Partners
New Jersey
$11.3M -$56.8K -2,238 -0.5%
LWM
260
LongView Wealth Management
Georgia
$11.2M -$143K -5,636 -1%
AWE
261
Avidian Wealth Enterprises
Texas
$11.2M -$26.9K -1,058 -0.2%
MFG
262
Merit Financial Group
Georgia
$11.2M -$1.06M -41,696 -9%
LFG
263
Leverty Financial Group
Wisconsin
$11.1M -$113K -4,459 -1%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$11M -$154K -6,049 -1%
AWM
265
Apollon Wealth Management
South Carolina
$11M +$3.57M +140,479 +51%
CG
266
Caprock Group
Idaho
$11M +$10.9M +428,610 New
NP
267
NorthRock Partners
Minnesota
$10.8M +$225K +8,857 +2%
ADL
268
Asset Dedication LLC
California
$10.7M -$241K -9,503 -2%
GFP
269
Guardian Financial Partners
California
$10.7M -$11.3K -443 -0.1%
RWRC
270
R.W. Roge & Company
New York
$10.6M -$62.3K -2,455 -0.6%
SCP
271
Stevens Capital Partners
Nebraska
$10.5M +$1.48M +58,267 +17%
MA
272
MBA Advisors
Pennsylvania
$10.4M -$99.4K -3,913 -1%
LAM
273
L2 Asset Management
Massachusetts
$10.3M +$3.4M +133,819 +52%
CPL
274
CAP Partners LLC
Tennessee
$10.3M +$292K +11,494 +3%
UAG
275
United Advisor Group
Ohio
$10.2M +$2.61M +102,910 +36%
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