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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Loveless Wealth Management
Montana
$272K +$12.8K +1,098 +5%
QC
577
QCM Cayman
Texas
$272K +$257K +22,032 New
AIA
578
Armor Investment Advisors
North Carolina
$271K – – –
NNP
579
Nachman Norwood & Parrott
South Carolina
$270K +$255K +21,852 New
CA
580
Clearstead Advisors
Ohio
$268K +$4.62K +396 +2%
IA
581
Independence Advisors
Pennsylvania
$266K – – –
W
582
Wealthquest
Ohio
$266K +$252K +21,600 New
TCM
583
Tradewinds Capital Management
Washington
$265K -$17.8K -1,524 -7%
MCCP
584
Mission Creek Capital Partners
California
$263K – – –
LSC
585
Lesa Sroufe & Co
Washington
$259K -$107K -9,198 -30%
QCG
586
Quadrant Capital Group
Ohio
$258K -$15.2K -1,302 -6%
VBFG
587
Vishria Bird Financial Group
Tennessee
$257K -$8.28M -710,772 -97%
HF
588
HRT Financial
New York
$255K +$241K +20,700 New
DACG
589
Donor Advised Charitable Giving
California
$254K +$769 +66 +0.3%
H
590
HoyleCohen
California
$252K -$4.2K -360 -2%
MA
591
Mutual Advisors
Nebraska
$247K -$3.08K -264 -1%
GVAG
592
Great Valley Advisor Group
Delaware
$244K +$230K +19,740 New
PFA
593
Pinnacle Family Advisors
Missouri
$242K -$510K -43,722 -69%
NHC
594
Nicholas Hoffman & Company
Georgia
$241K +$228K +19,530 New
BDF
595
Balasa Dinverno & Foltz
$240K -$68.5K -5,880 -23%
PFA
596
Pathway Financial Advisors
Vermont
$235K +$222K +19,062 New
DADC
597
D.A. Davidson & Co
Montana
$234K +$221K +18,984 New
RG
598
Rikoon Group
New Mexico
$233K +$220K +18,900 New
WPW
599
Waldron Private Wealth
Pennsylvania
$233K +$221K +18,924 New
CP
600
Camelot Portfolios
Ohio
$230K +$217K +18,600 New
22 23
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