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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
551
Berman Capital Advisors
Georgia
$23K +$25.1K +2,334 New
BWP
552
Baldwin Wealth Partners
Massachusetts
$21K – – –
PGAM
553
Princeton Global Asset Management
New Jersey
$21K +$22.3K +2,076 New
LC
554
Lavaca Capital
Texas
$19K +$20.1K +1,872 New
HR
555
Howe & Rusling
New York
$18K -$79.7K -7,428 -80%
EWM
556
Edge Wealth Management
New York
$18K – – –
PMFA
557
Plante Moran Financial Advisors
Michigan
$18K +$3.54K +330 +23%
NR
558
Newfound Research
Massachusetts
$15K -$4.83K -450 -24%
PWM
559
PRW Wealth Management
Massachusetts
$14K +$15.3K +1,422 New
APA
560
American Portfolios Advisors
New York
$13.9K -$73.5K -6,852 -83%
HDIM
561
Hanson & Doremus Investment Management
Vermont
$13K – – –
LB
562
Legacy Bridge
Iowa
$12K +$12.9K +1,200 New
WCM
563
WealthBridge Capital Management
Ohio
$12K +$12.9K +1,200 New
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11.8K +1,098 New
JHCP
565
Jackson Hole Capital Partners
Oklahoma
$9K +$9.66K +900 New
KC
566
Knuff & Co
California
$8K +$8.18K +762 New
JWM
567
Janiczek Wealth Management
Colorado
$7K +$6.25K +582 +808%
LDFR
568
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7.73K +720 New
HCM
569
Horrell Capital Management
Arkansas
$6K – – –
CFA
570
Clarfeld Financial Advisors
New York
$6K +$6.83K +636 New
AWM
571
AllSquare Wealth Management
New York
$5K – – –
FHA
572
Flagship Harbor Advisors
Massachusetts
$5K – – –
MIM
573
Macroview Investment Management
Maryland
$5K +$4.12K +384 +337%
ACA
574
Atlas Capital Advisors
Wyoming
$4.48K – – –
1NWS
575
1 North Wealth Services
Maryland
$4K +$4.51K +420 New
21 22
23
24 25