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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$577K +$417K +23,544 +275%
CA
627
CGN Advisors
Kansas
$568K +$217K +12,270 +63%
MMA
628
Miracle Mile Advisors
California
$566K -$2.66M -150,306 -83%
VCM
629
Vigilant Capital Management
Maine
$566K -$49.7K -2,808 -8%
PWA
630
Physician Wealth Advisors
Utah
$566K -$27.2K -1,536 -4%
BMM
631
Berkshire Money Management
Massachusetts
$566K +$558K +31,527 New
PSUF
632
People's United Financial
Connecticut
$557K -$953K -53,859 -63%
LSC
633
Lesa Sroufe & Co
Washington
$557K -$276K -15,564 -50%
MBTD
634
Mechanics Bank - Trust Department
California
$557K -$106 -6 -0%
TFP
635
Tilia Fiduciary Partners
North Carolina
$554K -$4.83K -273 -0.9%
CL
636
CPWM LLC
Washington
$548K +$540K +30,522 New
HIC
637
Hartline Investment Corp
Illinois
$543K -$277K -15,657 -50%
TA
638
TrueWealth Advisors
Alabama
$543K -$254K -14,325 -50%
WPW
639
Warther Private Wealth
Ohio
$543K +$46.6K +2,631 +10%
DFA
640
DHJJ Financial Advisors
Illinois
$542K +$372 +21 +0.1%
FWI
641
Facet Wealth Inc
Maryland
$539K -$41.9K -2,364 -7%
MIC
642
Means Investment Company
Maine
$539K – – –
SPC
643
Stewart & Patten Company
California
$538K -$2.23K -126 -0.4%
RCAG
644
Rehmann Capital Advisory Group
Michigan
$534K -$5.31K -300 -1%
RWA
645
River Wealth Advisors
Pennsylvania
$532K +$23.7K +1,338 +5%
OFG
646
Oxford Financial Group
Indiana
$531K +$3.4K +192 +0.7%
PAM
647
Pegasus Asset Management
New York
$526K -$1.06K -60 -0.2%
OC
648
Oarsman Capital
Wisconsin
$515K -$531 -30 -0.1%
WFA
649
WestHill Financial Advisors
California
$514K – – –
DWM
650
Dakota Wealth Management
Florida
$513K +$506K +28,590 New
24 25
26
27 28