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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
601
Heritage Investment Group
Florida
$588K – – –
PAS
602
Park Avenue Securities
New York
$588K +$182K +11,211 +40%
KWS
603
Keystone Wealth Services
California
$586K -$484K -29,850 -43%
PWM
604
Praetorian Wealth Management
California
$578K +$629K +38,829 New
FWA
605
FSM Wealth Advisors
Ohio
$577K +$572K +35,328 New
IWM
606
IHT Wealth Management
Illinois
$576K +$29.1K +1,794 +5%
WWM
607
Windsor Wealth Management
Indiana
$573K -$597K -36,816 -49%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$570K +$100K +6,171 +19%
NCM
609
Novare Capital Management
North Carolina
$565K -$56K -3,453 -8%
SBIA
610
Sheaff Brock Investment Advisors
Indiana
$563K – – –
TW
611
Transform Wealth
Colorado
$556K -$34.4K -2,121 -5%
KJWM
612
Kiley Juergens Wealth Management
Washington
$552K +$601K +37,116 New
PWA
613
Physician Wealth Advisors
Utah
$547K +$7.05K +435 +1%
AWE
614
Avidian Wealth Enterprises
Texas
$546K +$594K +36,672 New
AFS
615
Annapolis Financial Services
Maryland
$544K – – –
CIC
616
Cutler Investment Counsel
Oregon
$538K +$19.6K +1,209 +3%
SPP
617
Single Point Partners
Massachusetts
$529K – – –
AFA
618
American Financial Advisors
Georgia
$524K +$10.7K +660 +2%
FWI
619
Facet Wealth Inc
Maryland
$523K +$83.2K +5,133 +17%
AG
620
Ascent Group
Virginia
$517K -$72.2K -4,458 -12%
SWP
621
Strategic Wealth Partners
Ohio
$515K – – –
RWA
622
River Wealth Advisors
Pennsylvania
$515K +$80.1K +4,941 +17%
CIC
623
Carnegie Investment Counsel
Ohio
$514K -$104K -6,423 -16%
CA
624
Crewe Advisors
Utah
$510K +$438 +27 +0.1%
AIM
625
Acropolis Investment Management
Missouri
$507K +$552K +34,041 New
23 24
25
26 27