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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
751
WestHill Financial Advisors
California
$608K – – –
FTC
752
Farmers Trust Company
Ohio
$604K +$145K +7,032 +33%
CCWM
753
Cassaday & Co Wealth Management
Virginia
$603K -$32.3K -1,563 -5%
SMC
754
Smith, Moore & Co
Missouri
$596K – – –
CIA
755
Capital Investment Advisors
Georgia
$596K +$4.65K +225 +0.8%
FCB
756
First County Bank
Connecticut
$593K -$19.3K -936 -3%
AR
757
Apeiron RIA
Texas
$592K -$66.2K -3,204 -10%
BWM
758
BlackDiamond Wealth Management
New York
$588K -$16.8K -813 -3%
GF
759
Gries Financial
Ohio
$586K – – –
GI
760
GS Investments
Minnesota
$585K – – –
YAL
761
Your Advocates Ltd
Texas
$584K -$150K -7,239 -21%
KA
762
Klingman & Associates
New York
$577K – – –
CWM
763
Chesapeake Wealth Management
Virginia
$576K – – –
AWA
764
Aaron Wealth Advisors
Illinois
$575K – – –
GIA
765
GHP Investment Advisors
Colorado
$574K -$11.9K -576 -2%
CFP
766
Catalyst Financial Partners
Massachusetts
$574K – – –
SF
767
Safeguard Financial
Wisconsin
$570K +$682 +33 +0.1%
MIM
768
Moseley Investment Management
Florida
$569K -$1.98K -96 -0.4%
BHWM
769
Beaird Harris Wealth Management
Texas
$566K – – –
HIC
770
Hartline Investment Corp
Illinois
$565K +$323K +15,651 +146%
EFA
771
Evernest Financial Advisors
Indiana
$562K – – –
HIM
772
Harbour Investment Management
Washington
$559K – – –
JFG
773
JDM Financial Group
Texas
$555K – – –
FFS
774
Founders Financial Securities
Maryland
$552K +$533K +25,776 New
GWM
775
GSB Wealth Management
Connecticut
$551K +$4.53K +219 +0.9%
29 30
31
32 33