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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
676
Sheaff Brock Investment Advisors
Indiana
$782K – – –
LF
677
LifePlan Financial
Minnesota
$781K +$2.13K +108 +0.3%
KJWM
678
Kiley Juergens Wealth Management
Washington
$776K +$3.31K +168 +0.4%
LRPA
679
L. Roy Papp & Associates
Arizona
$775K – – –
HIG
680
Heritage Investment Group
Florida
$761K – – –
PWM
681
Praetorian Wealth Management
California
$759K – – –
SAM
682
Summit Asset Management
Tennessee
$759K – – –
CA
683
Continuum Advisory
Idaho
$757K +$37.3K +1,893 +5%
RIS
684
Retirement Income Solutions
Michigan
$756K – – –
FA
685
FF Advisors
California
$749K – – –
BBHC
686
Brown Brothers Harriman & Co
New York
$747K +$711K +36,123 New
NB
687
NBT Bank
New York
$744K +$30.3K +1,539 +5%
OFG
688
Oxford Financial Group
Indiana
$738K -$848K -43,095 -55%
SPW
689
Sonoma Private Wealth
California
$728K +$17.5K +888 +3%
WFA
690
Wade Financial Advisory
California
$728K – – –
GKWIM
691
Gerber Kawasaki Wealth & Investment Management
California
$723K +$475K +24,144 +223%
FFA
692
Fragasso Financial Advisors
Pennsylvania
$719K +$65.8K +3,345 +11%
JJBC
693
James J. Burns & Company
New York
$717K -$338K -17,178 -33%
KWS
694
Keystone Wealth Services
California
$715K -$4.43K -225 -0.6%
YAL
695
Your Advocates Ltd
Texas
$713K -$127K -6,465 -16%
CFP
696
Cascade Financial Partners
California
$712K +$694K +35,259 New
TWA
697
Trellis Wealth Advisors
California
$706K – – –
XF
698
XML Financial
Maryland
$706K +$671K +34,104 New
CIC
699
Carnegie Investment Counsel
Ohio
$701K +$180K +9,153 +37%
IIC
700
Ironwood Investment Counsel
Arizona
$699K -$11.8K -600 -2%
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