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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
326
Carmichael Hill & Associates
Maryland
$3.36M +$363K +20,529 +12%
BWM
327
BerganKDV Wealth Management
Minnesota
$3.35M -$100K -5,655 -3%
FFA
328
First Foundation Advisors
California
$3.33M +$585K +33,063 +22%
LWM
329
Laidlaw Wealth Management
New York
$3.31M -$410K -23,139 -11%
WAM
330
Worth Asset Management
Texas
$3.28M +$3.75M +211,845 New
RFA
331
Radnor Financial Advisors
Pennsylvania
$3.27M +$101K +5,694 +3%
AAS
332
Avantax Advisory Services
Texas
$3.26M +$88.2K +4,980 +3%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$3.23M -$102K -5,769 -3%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$3.2M +$33K +1,866 +1%
PA
335
Parallel Advisors
California
$3.15M +$394K +22,239 +15%
RJA
336
Raymond James & Associates
Florida
$3.13M -$140K -7,929 -4%
BC
337
Brio Consultants
California
$3.08M -$104K -5,901 -3%
LPIC
338
LeJeune Puetz Investment Counsel
Michigan
$3.08M -$24.9K -1,404 -0.8%
HCM
339
Hollencrest Capital Management
California
$3.07M -$22.8K -1,290 -0.7%
VR
340
Viridian RIA
Washington
$3.06M -$3.05M -172,560 Closed
SHGA
341
Sand Hill Global Advisors
California
$3.05M -$149K -8,430 -5%
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.04M -$1.86K -105 -0.1%
BAM
343
Baldrige Asset Management
Pennsylvania
$3.04M +$28K +1,581 +0.9%
FA
344
FDx Advisors
Illinois
$3.04M +$127K +7,161 +4%
ECG
345
Edge Capital Group
Georgia
$3.01M +$65.9K +3,723 +2%
AMG
346
Asset Management Group
Connecticut
$3M -$17.7K -999 -0.6%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$2.97M +$1.17M +66,054 +66%
BAM
348
Belpointe Asset Management
Nevada
$2.96M -$136K -7,665 -4%
VFA
349
Valeo Financial Advisors
Indiana
$2.95M -$66.2K -3,738 -2%
PFWA
350
Paces Ferry Wealth Advisors
Georgia
$2.94M +$344K +19,425 +13%
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