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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
776
Kingswood Wealth Advisors
California
$1.04M +$471K +17,555 +76%
FCM
777
Firestone Capital Management
Florida
$1.04M +$131K +4,884 +14%
HNB
778
Huntington National Bank
Ohio
$1.04M – – –
TCM
779
Twele Capital Management
Minnesota
$1.03M +$1.23K +46 +0.1%
KJWM
780
Kiley Juergens Wealth Management
Washington
$1.03M +$197K +7,327 +22%
SA
781
Stewardship Advisors
Pennsylvania
$1.02M +$67.6K +2,519 +7%
AWM
782
Accurate Wealth Management
Florida
$1.02M +$324K +12,096 +46%
RSWA
783
Robinson Smith Wealth Advisors
Maine
$1.02M – – –
NEAM
784
New England Asset Management
Connecticut
$1.02M – – –
FA
785
FF Advisors
California
$1.01M – – –
RSWM
786
Robertson Stephens Wealth Management
California
$1.01M -$18.4K -686 -2%
DWP
787
Daymark Wealth Partners
Ohio
$998K +$56.3K +2,100 +6%
CWA
788
Cura Wealth Advisors
Illinois
$993K -$1.07K -40 -0.1%
FTC
789
Farmers Trust Company
Ohio
$990K – – –
CW
790
Curio Wealth
Maryland
$983K – – –
BRWA
791
B. Riley Wealth Advisors
Florida
$970K -$1.4M -52,369 -57%
AWA
792
Argos Wealth Advisors
California
$969K +$134 +5 +0%
GC
793
GatePass Capital
Ohio
$969K +$1.01M +37,778 New
EK
794
Evensky & Katz
Florida
$964K +$805 +30 +0.1%
MCP
795
Mirador Capital Partners
California
$957K +$38.1K +1,422 +4%
CCMG
796
Clark Capital Management Group
Pennsylvania
$956K – – –
KWS
797
Keystone Wealth Services
California
$955K +$1.18K +44 +0.1%
RWM
798
Ritholtz Wealth Management
New York
$955K +$80.3K +2,992 +9%
NCM
799
Novare Capital Management
North Carolina
$952K +$61.6K +2,296 +7%
PMFA
800
Plante Moran Financial Advisors
Michigan
$947K +$27 +1 +0%
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