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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Shelton Wealth Management
Texas
$4.36M -$238K -8,344 -5%
BFA
452
Beaumont Financial Advisors
Massachusetts
$4.25M -$20.4K -713 -0.5%
FVIM
453
Fort Vancouver Investment Management
Washington
$4.25M -$270K -9,456 -6%
PA
454
Procyon Advisors
Connecticut
$4.24M -$186K -6,502 -4%
MW
455
Maia Wealth
Colorado
$4.23M -$162K -5,685 -4%
USWG
456
U.S. Wealth Group
New York
$4.23M -$1.94M -67,797 -32%
CA
457
Clearstead Advisors
Ohio
$4.21M -$660K -23,122 -14%
AMG
458
Advisors Management Group
Wisconsin
$4.18M +$1.34K +47 +0%
PA
459
Parallel Advisors
California
$4.11M -$242K -8,470 -6%
MAMG
460
Milestone Asset Management Group
Connecticut
$4.09M -$121K -4,234 -3%
ACM
461
Armbruster Capital Management
New York
$4.08M -$720K -25,225 -15%
HKIMG
462
Hutchens & Kramer Investment Management Group
Indiana
$4.08M -$94.1K -3,297 -2%
TF
463
Threadgill Financial
Texas
$4.04M +$3.94M +137,965 New
BRPW
464
Ballast Rock Private Wealth
South Carolina
$4.02M +$2.11K +74 +0.1%
CCWA
465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.99M +$42.1K +1,473 +1%
IA
466
IF Advisors
Texas
$3.99M +$300K +10,506 +8%
DWM
467
Dakota Wealth Management
Florida
$3.97M -$6.31K -221 -0.2%
PWP
468
Parkwoods Wealth Partners
New York
$3.96M +$3.84M +134,489 New
PCM
469
Poehling Capital Management
Wisconsin
$3.95M -$210K -7,345 -5%
EFP
470
Elser Financial Planning
Indiana
$3.95M -$1.43K -50 -0%
AWM
471
Aureum Wealth Management
Florida
$3.94M +$61.9K +2,169 +2%
TWG
472
The Wealth Group
Minnesota
$3.94M -$34.9K -1,222 -0.9%
PCWA
473
Pacific Capital Wealth Advisors
California
$3.93M -$267K -9,348 -7%
RM
474
RCW Management
Florida
$3.91M -$119K -4,161 -3%
CMBA
475
C.M. Bidwell & Associates
Hawaii
$3.9M +$319K +11,178 +9%
17 18
19
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