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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
826
Analyst IMS Investment Management Services
Israel
$240K – – –
VBWMG
827
Von Berge Wealth Management Group
California
$239K +$247K +13,386 New
KA
828
Kovack Advisors
Florida
$237K -$110K -5,946 -32%
HCM
829
HM Capital Management
Missouri
$235K – – –
LW
830
Linscomb Wealth
Texas
$231K +$8.2K +444 +4%
PMFA
831
Plante Moran Financial Advisors
Michigan
$228K -$8.98K -486 -4%
NPPM
832
North Point Portfolio Managers
Ohio
$228K – – –
ARIS
833
Advanced Research Investment Solutions
California
$227K – – –
IHWM
834
Iron Horse Wealth Management
Iowa
$227K +$221K +11,982 New
FEG
835
Fund Evaluation Group
Ohio
$225K – – –
DIA
836
Dana Investment Advisors
Wisconsin
$223K +$217K +11,772 New
MA
837
MKT Advisors
California
$223K +$239K +12,954 New
SBWIC
838
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K +$216K +11,712 New
MWC
839
MKD Wealth Coaches
Michigan
$221K +$2.11K +114 +1%
RF
840
Robbins Farley
New Hampshire
$218K +$9.87K +534 +5%
WA
841
Winfield Associates
Ohio
$218K +$212K +11,502 New
GP
842
Girard Partners
Pennsylvania
$217K +$212K +11,466 New
MWAM
843
Manhattan West Asset Management
California
$215K +$210K +11,352 New
WJWM
844
Williams Jones Wealth Management
New York
$215K +$210K +11,352 New
BP
845
BCK Partners
New York
$213K -$25.7K -1,392 -11%
PWMG
846
Prestige Wealth Management Group
New Jersey
$213K -$1.33K -72 -0.6%
JIP
847
JBJ Investment Partners
South Carolina
$212K +$206K +11,154 New
WIP
848
WealthCare Investment Partners
Rhode Island
$212K +$206K +11,172 New
ST
849
Spinnaker Trust
Maine
$211K +$206K +11,136 New
SIMG
850
Sonora Investment Management Group
Arizona
$210K +$204K +11,052 New
32 33
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