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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
326
Atria Wealth Solutions
New York
$5.5M +$764K +35,076 +17%
CWA
327
Carolina Wealth Advisors
South Carolina
$5.47M -$195K -8,949 -4%
TWP
328
Tempus Wealth Planning
California
$5.43M -$29K -1,329 -0.6%
SPI
329
Santori & Peters Inc
Pennsylvania
$5.4M -$588K -26,979 -10%
MA
330
Mutual Advisors
Nebraska
$5.4M +$10.6M +484,449 +216%
VCAM
331
Van Cleef Asset Management
Ohio
$5.36M +$125K +5,730 +2%
LA
332
Lifeworks Advisors
Michigan
$5.29M +$4.41M +202,215 +641%
PA
333
Parallel Advisors
California
$5.28M +$116K +5,301 +2%
ELM
334
Elite Life Management
Florida
$5.27M +$897K +41,160 +21%
WOC
335
West Oak Capital
California
$5.26M -$84.2K -3,864 -2%
VST
336
Van Strum & Towne
California
$5.25M +$464K +21,309 +10%
SWM
337
Shelton Wealth Management
Texas
$5.1M -$642K -29,448 -12%
NC
338
Napatree Capital
Rhode Island
$5.1M -$351K -16,107 -7%
AAS
339
Avantax Advisory Services
Texas
$5.07M +$148K +6,795 +3%
CW
340
Code Waechter
Florida
$5.05M +$4.86M +223,182 New
B
341
Bailard
California
$5.03M +$32.1K +1,473 +0.7%
ECM
342
Exchange Capital Management
Michigan
$5.02M -$951K -43,665 -16%
FA
343
Financial Advisors
Massachusetts
$4.97M -$7.78K -357 -0.2%
BJL
344
Brighton Jones LLC
Washington
$4.8M +$1.56M +71,697 +51%
PFM
345
Peak Financial Management
Massachusetts
$4.75M -$654 -30 -0%
MCM
346
Mengis Capital Management
Oregon
$4.69M -$176K -8,082 -4%
CWA
347
Clearview Wealth Advisors
Oregon
$4.68M +$481K +22,089 +12%
SIC
348
Sigma Investment Counselors
Michigan
$4.68M +$9.94K +456 +0.2%
AWM
349
Axxcess Wealth Management
California
$4.68M +$183K +8,388 +4%
MWM
350
Mission Wealth Management
California
$4.63M -$117K -5,376 -3%
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