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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Procyon Advisors
Connecticut
$32K – – –
ST
652
Smithfield Trust
Pennsylvania
$31K – – –
CWC
653
Carolinas Wealth Consulting
North Carolina
$31K +$37.2K +3,060 New
EPM
654
Elm Partners Management
Pennsylvania
$30K – – –
HI
655
Hoey Investments
Pennsylvania
$30K – – –
SIM
656
Sonora Investment Management
Arizona
$28K -$63.1K -5,196 -65%
BWM
657
Baystate Wealth Management
Massachusetts
$28K – – –
BFEC
658
Benjamin F. Edwards & Company
Missouri
$28K – – –
SMG
659
Spectrum Management Group
Indiana
$28K – – –
LB
660
Legacy Bridge
Iowa
$26K – – –
AW
661
Avion Wealth
Texas
$26K +$31.1K +2,562 New
GG
662
Gleason Group
Kentucky
$25K – – –
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
CFFP
664
Center for Financial Planning
Michigan
$24K +$1.68K +138 +6%
DI
665
Disciplined Investments
Oklahoma
$23K – – –
CAN
666
Claraphi Advisory Network
United States
$23K +$27.3K +2,250 New
CAAS
667
Capital Asset Advisory Services
Michigan
$22K -$2.4K -198 -9%
FHA
668
Flagship Harbor Advisors
Massachusetts
$22K +$18.4K +1,512 +252%
FP
669
Financial Perspectives
Minnesota
$21.4K – – –
BWP
670
Baldwin Wealth Partners
Massachusetts
$21K – – –
SWM
671
Selective Wealth Management
Virginia
$20K +$73 +6 +0.3%
CFGS
672
Concourse Financial Group Securities
Alabama
$20K +$20.9K +1,722 +776%
HWM
673
HighMark Wealth Management
Minnesota
$16K +$146 +12 +0.8%
WCG
674
Weaver Consulting Group
California
$15K +$18.2K +1,500 New
BL
675
Balentine LLC
Georgia
$13K – – –
25 26
27
28 29