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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
751
Elm Partners Management
Pennsylvania
$44K – – –
HI
752
Hoey Investments
Pennsylvania
$44K – – –
ARMC
753
American Research & Management Company
Massachusetts
$44K +$41.1K +2,874 New
BWM
754
Baystate Wealth Management
Massachusetts
$42K – – –
BFEC
755
Benjamin F. Edwards & Company
Missouri
$42K – – –
APA
756
American Portfolios Advisors
New York
$41.1K -$119K -8,298 -75%
FF
757
FourThought Financial
Florida
$40K +$38.4K +2,682 New
AW
758
Avion Wealth
Texas
$39K – – –
GG
759
Gleason Group
Kentucky
$37K -$1.37K -96 -4%
PMFA
760
Plante Moran Financial Advisors
Michigan
$36K +$26.7K +1,866 +379%
BWP
761
Baldwin Wealth Partners
Massachusetts
$32K – – –
FP
762
Financial Perspectives
Minnesota
$31.8K – – –
GI
763
Gradient Investments
Minnesota
$31K – – –
LB
764
Legacy Bridge
Iowa
$31K – – –
DI
765
Disciplined Investments
Oklahoma
$29K -$5.15K -360 -16%
IRAG
766
Investment Research & Advisory Group
Georgia
$25K – – –
HWM
767
HighMark Wealth Management
Minnesota
$25K +$86 +6 +0.4%
AWM
768
Atticus Wealth Management
Florida
$22K +$2.4K +168 +13%
TFM
769
TFC Financial Management
Massachusetts
$20K -$15K -1,050 -45%
APW
770
Acima Private Wealth
Virginia
$20K +$19.1K +1,338 New
PGAM
771
Princeton Global Asset Management
New Jersey
$19K +$86 +6 +0.5%
CWM
772
Cedar Wealth Management
California
$18K +$12.9K +900 +300%
JHCP
773
Jackson Hole Capital Partners
Oklahoma
$14K – – –
HS
774
Horan Securities
United States
$13K +$12.4K +870 New
AAP
775
Arax Advisory Partners
Colorado
$12K – – –
29 30
31
32 33