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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
676
AssuredPartners Investment Advisors
Florida
$1.2M +$1.21M +51,712 New
FWI
677
Facet Wealth Inc
Maryland
$1.19M -$2.2M -94,513 -65%
AWM
678
Ariadne Wealth Management
California
$1.19M -$2.31M -98,964 -67%
WFA
679
Wade Financial Advisory
California
$1.17M +$355K +15,228 +43%
PFA
680
Petra Financial Advisors
Colorado
$1.16M -$281K -12,049 -19%
CCC
681
Compass Capital Corp
Massachusetts
$1.16M +$1.17M +50,050 New
IA
682
IFG Advisory
Georgia
$1.16M +$79.2K +3,396 +7%
CAG
683
Compass Advisory Group
New York
$1.16M +$14.2K +608 +1%
VPA
684
Vernal Point Advisors
California
$1.15M – – –
GBWM
685
Granite Bay Wealth Management
New Hampshire
$1.15M +$1.16M +49,656 New
RA
686
RFG Advisory
Alabama
$1.15M +$337K +14,475 +41%
CCA
687
Clarity Capital Advisors
Florida
$1.15M +$3.73K +160 +0.3%
SSW
688
Stone Summit Wealth
Florida
$1.15M -$63.9K -2,741 -5%
WCM
689
Wealthcare Capital Management
Virginia
$1.14M -$21.8K -936 -2%
FWA
690
FSM Wealth Advisors
Ohio
$1.14M +$166K +7,108 +17%
JF
691
Joule Financial
Kentucky
$1.13M -$16.1K -692 -1%
EFS
692
Econ Financial Services
Pennsylvania
$1.12M -$75.6K -3,244 -6%
LIA
693
Lynx Investment Advisory
District of Columbia
$1.12M -$29.8K -1,278 -3%
CC
694
Callan Capital
California
$1.11M -$514K -22,069 -32%
CAL
695
Capital Analysts LLC
Pennsylvania
$1.1M -$288K -12,373 -21%
CCM
696
Colorado Capital Management
Colorado
$1.1M -$226K -9,694 -17%
CAM
697
Cozad Asset Management
Illinois
$1.1M – – –
OP
698
ORG Partners
Indiana
$1.09M +$279K +11,952 +34%
EFG
699
Elios Financial Group
Ohio
$1.09M +$17.6K +754 +2%
PEA
700
Park Edge Advisors
Ohio
$1.09M -$19.6K -842 -2%
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