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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
301
Walkner Condon Financial Advisors
Wisconsin
$7.17M -$228K -9,780 -3%
BIP
302
Blueprint Investment Partners
North Carolina
$7.15M +$4.96M +212,676 +222%
WA
303
Waverly Advisors
Alabama
$7.12M +$72.2K +3,099 +1%
MHR
304
Matthew Hamilton Rosenberg
$7.03M -$107K -4,577 -1%
VT
305
Vise Technologies
New York
$6.86M +$578K +24,814 +9%
IWMA
306
Ironwood Wealth Management (Arizona)
Arizona
$6.83M -$823K -35,327 -11%
HG
307
Harbor Group
New Hampshire
$6.82M -$42K -1,804 -0.6%
KAS
308
Kestra Advisory Services
Texas
$6.8M -$8.9M -382,000 -57%
EH
309
Equitable Holdings
New York
$6.8M -$1.24M -53,163 -15%
EWA
310
EP Wealth Advisors
California
$6.74M +$211K +9,069 +3%
ACM
311
Arcataur Capital Management
Wisconsin
$6.73M -$58K -2,490 -0.9%
FSWA
312
Financial Synergies Wealth Advisors
Texas
$6.7M -$22.9K -982 -0.3%
BCP
313
Blackhawk Capital Partners
Wisconsin
$6.66M -$1M -43,086 -13%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$6.65M +$16.5K +706 +0.2%
ELM
315
Elite Life Management
Florida
$6.64M +$1.25M +53,714 +23%
ATWA
316
Arbor Trust Wealth Advisors
Michigan
$6.63M -$46.1K -1,978 -0.7%
MW
317
MBL Wealth
North Carolina
$6.63M +$3.73K +160 +0.1%
GCA
318
Gradient Capital Advisors
California
$6.57M -$159K -6,801 -2%
TPA
319
Trivium Point Advisory
Connecticut
$6.53M -$12.2M -522,489 -65%
BCM
320
Barden Capital Management
Texas
$6.45M +$258K +11,069 +4%
CFMC
321
Curbstone Financial Management Corp
New Hampshire
$6.44M +$3.73K +160 +0.1%
MAS
322
Madden Advisory Services
Florida
$6.42M -$53.7K -2,305 -0.8%
MWM
323
MinichMacGregor Wealth Management
New York
$6.38M -$443K -19,026 -6%
LFGO
324
Legacy Financial Group (Oklahoma)
Oklahoma
$6.33M -$12.9M -552,759 -67%
CPRC
325
Consolidated Portfolio Review Corp
New York
$6.31M +$360K +15,466 +6%
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