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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
526
World Investment Advisors
California
$657K +$156K +9,930 +33%
BI
527
Blooom Inc
Kansas
$655K -$52.8K -3,372 -8%
AAS
528
Avantax Advisory Services
Texas
$652K -$3.39M -216,168 -84%
FANJ
529
Financial Architects (New Jersey)
New Jersey
$651K +$9.31K +594 +1%
CA
530
Cetera Advisors
Colorado
$650K +$130K +8,304 +26%
WFA
531
Wade Financial Advisory
California
$648K – – –
SHWM
532
Silicon Hills Wealth Management
Texas
$638K -$15.9K -1,014 -2%
LWM
533
Loveless Wealth Management
Montana
$637K +$99.8K +6,372 +19%
NA
534
NewEdge Advisors
Louisiana
$634K +$621K +39,642 New
GRP
535
Global Retirement Partners
California
$631K -$11.1K -708 -2%
EHPM
536
Emery Howard Portfolio Management
California
$630K -$8.18K -522 -1%
SW
537
SVB Wealth
Massachusetts
$618K +$606K +38,694 New
PWM
538
Praetorian Wealth Management
California
$614K – – –
FG
539
Foster Group
Iowa
$610K +$79.6K +5,082 +15%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$608K – – –
NCM
541
Novare Capital Management
North Carolina
$597K -$10.2K -648 -2%
GGI
542
Godsey & Gibb Inc
Virginia
$593K -$752 -48 -0.1%
RWA
543
River Wealth Advisors
Pennsylvania
$592K +$89.9K +5,736 +18%
LBD
544
Landsberg Bennett & Dubbaneh
Florida
$590K +$1.69K +108 +0.3%
SPP
545
Single Point Partners
Massachusetts
$589K +$46.9K +2,994 +9%
GWA
546
GGM Wealth Advisors
Maryland
$576K +$280K +17,904 +110%
CCG
547
Cypress Capital Group
Florida
$572K -$208K -13,260 -27%
MCC
548
Money Concepts Capital
Florida
$571K – – –
WP
549
WealthShield Partners
North Carolina
$568K -$153K -9,744 -22%
AFA
550
American Financial Advisors
Georgia
$552K +$4.98K +318 +0.9%
20 21
22
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