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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
451
IEQ Capital
California
$1.95M +$45.9K +2,778 +3%
WP
452
WealthShield Partners
North Carolina
$1.94M +$107K +6,462 +6%
NGA
453
Naples Global Advisors
Florida
$1.94M -$5.79K -351 -0.3%
AMG
454
Advisors Management Group
Wisconsin
$1.93M -$37.2K -2,253 -2%
DSC
455
Duncker Streett & Co
Missouri
$1.92M -$45.9K -2,781 -2%
FWS
456
FinDec Wealth Services
California
$1.92M -$50 -3 -0%
OC
457
Oppenheimer & Co
New York
$1.91M -$107K -6,468 -6%
SWM
458
Spire Wealth Management
Virginia
$1.91M -$81.1K -4,911 -4%
PCM
459
Pennsylvania Capital Management
Pennsylvania
$1.9M -$30K -1,815 -2%
BCM
460
Brookstone Capital Management
Illinois
$1.9M -$13.1K -795 -0.7%
RWA
461
Rainsberger Wealth Advisors
Colorado
$1.89M +$3.02K +183 +0.2%
TIA
462
Traphagen Investment Advisors
New Jersey
$1.88M +$1.78M +107,745 New
GC
463
Garde Capital
Washington
$1.83M -$295K -17,877 -15%
WA
464
Waverly Advisors
Alabama
$1.82M +$146K +8,871 +9%
LFA
465
Landmark Financial Advisors
Kentucky
$1.81M -$60.8K -3,681 -3%
CG
466
Caprock Group
Idaho
$1.79M -$228K -13,833 -12%
JWBC
467
John W. Brooker & Co
California
$1.78M +$9.36K +567 +0.6%
FCH
468
Freestone Capital Holdings
Washington
$1.76M +$683K +41,364 +69%
AWA
469
Authentikos Wealth Advisory
California
$1.72M -$114K -6,927 -7%
FA
470
FDx Advisors
Illinois
$1.7M -$53.4K -3,234 -3%
SWM
471
SeaCrest Wealth Management
New York
$1.68M +$13.7K +828 +0.9%
WP
472
WealthPLAN Partners
Nebraska
$1.68M -$6.29K -381 -0.4%
AOWM
473
Alpha Omega Wealth Management
Virginia
$1.66M -$59.2K -3,585 -4%
MWM
474
Meridian Wealth Management
Kentucky
$1.66M -$18.2K -1,101 -1%
WTC
475
WhitTier Trust Company
Nevada
$1.65M – – –
17 18
19
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