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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
876
Pathway Financial Advisors
Vermont
$335K – – –
VBFG
877
Vishria Bird Financial Group
Tennessee
$332K -$790 -45 -0.3%
AL
878
ACAS LLC
California
$330K +$53 +3 +0%
ABC
879
Associated Banc-Corp
Wisconsin
$329K – – –
MA
880
Modus Advisors
Minnesota
$328K -$17.4K -990 -5%
RLWM
881
RF&L Wealth Management
Massachusetts
$328K – – –
TVM
882
True Vision MN
Minnesota
$328K +$306K +17,421 New
HCMT
883
Highland Capital Management (Tennessee)
Tennessee
$327K +$72.3K +4,116 +31%
CWA
884
Clarity Wealth Advisors
California
$325K +$2.79K +159 +0.9%
HIP
885
HUB Investment Partners
Texas
$324K +$303K +17,235 New
RCA
886
Riverview Capital Advisers
Massachusetts
$323K +$1.05K +60 +0.4%
NAMNJ
887
NorthStar Asset Management (New Jersey)
New Jersey
$322K +$300K +17,109 New
PIM
888
Penobscot Investment Management
Massachusetts
$321K – – –
BC
889
Brio Consultants
California
$320K +$20.1K +1,146 +7%
CWM
890
Chesapeake Wealth Management
Virginia
$319K +$42.1K +2,400 +16%
HIM
891
Harbour Investment Management
Washington
$317K – – –
NFC
892
Northeast Financial Consultants
Connecticut
$316K -$11.3K -642 -4%
VA
893
Vident Advisory
Georgia
$315K – – –
WCM
894
Weik Capital Management
Pennsylvania
$311K +$22.7K +1,290 +8%
EAM
895
Empirical Asset Management
Massachusetts
$310K -$896 -51 -0.3%
BAM
896
Bellevue Asset Management
Washington
$310K – – –
GJIA
897
Glass Jacobson Investment Advisors
Maryland
$309K +$207K +11,811 +256%
GA
898
Goldstein Advisors
Wisconsin
$306K +$8.11K +462 +3%
LWL
899
Leo Wealth LLC
Texas
$304K +$265K +15,117 New
DIA
900
Dana Investment Advisors
Wisconsin
$304K +$11.8K +672 +4%
34 35
36
37 38