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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
476
Granite Bay Wealth Management
New Hampshire
$1.43M +$1.4M +75,906 New
NA
477
NewEdge Advisors
Louisiana
$1.43M +$273K +14,778 +24%
HIC
478
Holderness Investments Company
North Carolina
$1.42M +$70.7K +3,828 +5%
CCMD
479
Cypress Capital Management (Delaware)
Delaware
$1.42M – – –
PCM
480
Pennsylvania Capital Management
Pennsylvania
$1.42M +$130K +7,056 +10%
KWS
481
Keystone Wealth Services
California
$1.42M +$1.38M +74,598 New
LIA
482
LBMC Investment Advisors
Tennessee
$1.41M +$271K +14,658 +24%
LWAC
483
Laurel Wealth Advisors (California)
California
$1.41M -$49.4K -2,676 -3%
IFS
484
Ifrah Financial Services
Arkansas
$1.4M -$30.7K -1,662 -2%
TCM
485
Twele Capital Management
Minnesota
$1.39M -$36.2K -1,962 -3%
TC
486
Tatro Capital
Kentucky
$1.38M -$15.7K -852 -1%
OFS
487
Oldfather Financial Services
Nebraska
$1.36M +$104K +5,646 +8%
AC
488
Alley Company
Illinois
$1.34M -$24.9K -1,350 -2%
WIM
489
Warwick Investment Management
Texas
$1.33M +$1.3M +70,290 New
WG
490
Welch Group
Alabama
$1.32M +$1.29M +69,840 New
CCA
491
Column Capital Advisors
Indiana
$1.31M +$111 +6 +0%
VCM
492
Vision Capital Management
Oregon
$1.31M -$13.5K -732 -1%
LNC
493
Lincoln National Corp
Pennsylvania
$1.3M +$103K +5,568 +9%
HPWM
494
Highland Private Wealth Management
Washington
$1.3M – – –
MIAN
495
Mariner Independent Advisor Network
Kansas
$1.3M +$1.27M +68,628 New
AMG
496
Advisors Management Group
Wisconsin
$1.3M -$18.5K -1,002 -1%
WTC
497
WhitTier Trust Company
Nevada
$1.3M – – –
BFG
498
Bouchey Financial Group
New York
$1.3M -$2.77K -150 -0.2%
VVP
499
Venture Visionary Partners
Ohio
$1.29M -$78.1K -4,230 -6%
FAG
500
Fortitude Advisory Group
Washington
$1.28M +$1.25M +67,602 New
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