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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
426
Summit Place Financial Advisors
New Jersey
$3.84M +$215K +9,520 +6%
MWM
427
Meridian Wealth Management
Kentucky
$3.83M +$127K +5,614 +4%
NW
428
NewEdge Wealth
Pennsylvania
$3.81M +$2.53M +111,994 +278%
JWCA
429
J.W. Cole Advisors
Florida
$3.8M +$2.94M +129,900 +507%
VWA
430
Visionary Wealth Advisors
Illinois
$3.78M +$265K +11,743 +8%
PCWA
431
Pacific Capital Wealth Advisors
California
$3.76M -$4.55M -201,102 -57%
ZIM
432
Zacks Investment Management
Illinois
$3.76M -$14.4K -635 -0.4%
PCM
433
Poehling Capital Management
Wisconsin
$3.76M – – –
SHJ
434
Sharkey, Howes & Javer
Colorado
$3.73M -$178K -7,871 -5%
ECM
435
Exchange Capital Management
Michigan
$3.71M -$383K -16,922 -10%
PAS
436
Park Avenue Securities
New York
$3.7M +$750K +33,192 +28%
JWM
437
JFG Wealth Management
Colorado
$3.69M +$2.51M +111,203 +279%
AWS
438
Atria Wealth Solutions
New York
$3.69M -$522K -23,100 -13%
DWM
439
Dakota Wealth Management
Florida
$3.67M -$413K -18,274 -11%
CFG
440
Chapman Financial Group
Hawaii
$3.65M +$3.37M +149,253 New
NGA
441
Naples Global Advisors
Florida
$3.64M +$64.5K +2,851 +2%
AMG
442
Advisors Management Group
Wisconsin
$3.61M +$32.9K +1,457 +1%
ES
443
ETF Store
Kansas
$3.61M +$109K +4,831 +3%
AWM
444
Axxcess Wealth Management
California
$3.55M -$753K -33,292 -19%
BFA
445
Beaumont Financial Advisors
Massachusetts
$3.53M +$44K +1,944 +1%
YIA
446
YHB Investment Advisors
Connecticut
$3.53M +$505K +22,341 +18%
MW
447
Maia Wealth
Colorado
$3.52M +$118K +5,204 +4%
SCM
448
Saxony Capital Management
Missouri
$3.5M +$902K +39,881 +39%
NA
449
Nottingham Advisors
New York
$3.49M -$870K -38,500 -21%
RWP
450
RWA Wealth Partners
Massachusetts
$3.47M +$1.94K +86 +0.1%
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