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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Allworth Financial
California
$1K – – –
IBOK
627
Independence Bank of Kentucky
Kentucky
$1K – – –
SIM
628
Sonora Investment Management
Arizona
$1K – – –
TFGT
629
TS Financial Group (TSFG)
Illinois
$1K – – –
GSWM
630
Golden State Wealth Management
California
$1K +$566 +48 New
KFS
631
Kelly Financial Services
Massachusetts
$428 +$424 +36 New
SWP
632
Strategic Wealth Partners
Ohio
$130 -$566 -48 -0.4%
FTS
633
Fifth Third Securities
Ohio
– -$659K -56,094 Closed
FF
634
Friedenthal Financial
New Jersey
– -$344K -29,430 Closed
CP
635
Camelot Portfolios
Ohio
– -$318K -27,180 Closed
RCM
636
Requisite Capital Management
Texas
– -$307K -26,100 Closed
FIA
637
FNY Investment Advisers
New York
– -$280K -24,000 Closed
SFWA
638
Summit Financial Wealth Advisors
Louisiana
– -$272K -23,274 Closed
PCMF
639
Private Capital Management (Florida)
Florida
– -$259K -22,098 Closed
WA
640
Winfield Associates
Ohio
– -$220K -18,846 Closed
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
– -$217K -18,522 Closed
VCM
642
Vision Capital Management
Oregon
– -$213K -18,234 Closed
PFA
643
Pathway Financial Advisors
Vermont
– -$200K -17,136 Closed
RCG
644
Ruggie Capital Group
Florida
– -$189K -16,152 Closed
RWA
645
Redhawk Wealth Advisors
Minnesota
– -$168K -14,400 Closed
ESB
646
Essex Savings Bank
Connecticut
– -$96K -8,190 Closed
DWM
647
Doyle Wealth Management
Florida
– -$85K -7,266 Closed
MWC
648
MKD Wealth Coaches
Michigan
– -$55K -4,728 Closed
BCA
649
Berman Capital Advisors
Georgia
– -$27K -2,346 Closed
WC
650
Westwind Capital
New Mexico
– -$15K -1,290 Closed
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