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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
701
LifePlan Financial
Minnesota
$708K +$661K +37,635 New
AWA
702
Authentikos Wealth Advisory
California
$707K -$430K -24,471 -39%
LTL
703
Lowery Thomas LLC
California
$706K +$118K +6,747 +22%
LRPA
704
L. Roy Papp & Associates
Arizona
$705K -$62.2K -3,540 -9%
KJWM
705
Kiley Juergens Wealth Management
Washington
$702K +$28.8K +1,641 +5%
CIA
706
Capital Investment Advisors
Georgia
$695K +$231K +13,170 +55%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$694K +$164K +9,360 +34%
NSG
708
Nalls Sherbakoff Group
Tennessee
$692K – – –
HIG
709
Heritage Investment Group
Florida
$692K -$24.4K -1,389 -4%
PWM
710
Praetorian Wealth Management
California
$690K -$105 -6 -0%
SAM
711
Summit Asset Management
Tennessee
$689K – – –
RIS
712
Retirement Income Solutions
Michigan
$687K +$368K +20,970 +135%
AFS
713
Annapolis Financial Services
Maryland
$687K – – –
FA
714
FF Advisors
California
$681K +$636K +36,210 New
SOS
715
Silver Oak Securities
Tennessee
$676K +$206K +11,703 +48%
BTI
716
Blue Trust Inc
Georgia
$667K +$294K +16,755 +74%
LWM
717
Lyell Wealth Management
California
$666K -$76.2K -4,338 -11%
WF
718
WoodTrust Financial
Wisconsin
$663K +$240K +13,680 +63%
WFA
719
Wade Financial Advisory
California
$661K – – –
OP
720
ORG Partners
Indiana
$661K +$618K +35,166 New
PWA
721
Physician Wealth Advisors
Utah
$658K +$1.58K +90 +0.3%
CA
722
Continuum Advisory
Idaho
$656K -$48.7K -2,772 -7%
CCWM
723
Cassaday & Co Wealth Management
Virginia
$655K +$131K +7,479 +27%
KWS
724
Keystone Wealth Services
California
$654K -$9.48K -540 -2%
SFS
725
Sowell Financial Services
Arkansas
$650K +$70.3K +4,002 +13%
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