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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
251
LongView Wealth Management
Georgia
$11.4M -$156K -5,816 -1%
MFA
252
Morling Financial Advisors
California
$11.4M -$344K -12,818 -3%
IWM
253
IHT Wealth Management
Illinois
$11.4M -$300K -11,198 -2%
KF
254
K2 Financial
California
$11.4M +$667K +24,860 +7%
FFP
255
Frisco Financial Planning
Texas
$11.4M +$46.6K +1,739 +0.4%
HFS
256
Hantz Financial Services
Michigan
$11.4M +$7.06M +263,051 +146%
BAMG
257
Brand Asset Management Group
Missouri
$11.3M -$134K -4,985 -1%
YAIA
258
Yanni & Associates Investment Advisors
Pennsylvania
$11.1M +$133K +4,959 +1%
FF
259
Farrell Financial
New York
$11.1M +$9.09K +339 +0.1%
SFWC
260
Strategic Family Wealth Counselors
New Jersey
$11M -$231K -8,624 -2%
GFP
261
Guardian Financial Partners
California
$10.9M +$336K +12,509 +3%
AWE
262
Avidian Wealth Enterprises
Texas
$10.8M +$24.5K +913 +0.2%
BFA
263
Ballast Financial Advisors
Pennsylvania
$10.8M +$173K +6,451 +2%
CHA
264
Cooper/Haims Advisors
New York
$10.8M -$248K -9,237 -2%
CPL
265
CAP Partners LLC
Tennessee
$10.7M +$628K +23,420 +6%
RWP
266
Revolve Wealth Partners
New Jersey
$10.6M -$459K -17,114 -4%
TCM
267
Tradewinds Capital Management
Washington
$10.5M -$20.8M -775,335 -65%
IC
268
IEQ Capital
California
$10.5M +$957K +35,661 +10%
UAG
269
United Advisor Group
Ohio
$10.5M +$596K +22,200 +6%
PA
270
PFG Advisors
Arizona
$10.5M +$725K +27,029 +7%
NA
271
NewEdge Advisors
Louisiana
$10.4M -$1.08M -40,087 -9%
MA
272
MBA Advisors
Pennsylvania
$10.4M +$175K +6,522 +2%
EWP
273
Elevation Wealth Partners
California
$10.4M -$442K -16,480 -4%
NP
274
NorthRock Partners
Minnesota
$10.3M -$611K -22,782 -5%
GC
275
Grimes & Company
Massachusetts
$10M -$2.7M -100,533 -20%
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