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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
901
Goldstein Advisors
Wisconsin
$784K – – –
IIC
902
Ironwood Investment Counsel
Arizona
$784K +$108K +3,780 +17%
TA
903
TrueWealth Advisors
Alabama
$782K -$85.7K -3,000 -10%
DB
904
Dravo Bay
Delaware
$778K -$18.9K -662 -2%
CFP
905
Cypress Financial Planning
New Jersey
$777K -$23.4K -820 -3%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$775K +$1.57K +55 +0.2%
JIC
907
Joel Isaacson & Co
New York
$771K -$14.8K -519 -2%
FFM
908
Forum Financial Management
Illinois
$771K +$35.8K +1,253 +5%
RWM
909
Rockwood Wealth Management
Pennsylvania
$769K +$17.5K +614 +2%
HIM
910
Harbour Investment Management
Washington
$766K – – –
HIC
911
Hartline Investment Corp
Illinois
$759K -$28.6K -1,000 -4%
LRPA
912
L. Roy Papp & Associates
Arizona
$758K -$8.71K -305 -1%
DWA
913
Davis Wealth Advisors
New Hampshire
$755K -$183K -6,426 -20%
BWP
914
BSW Wealth Partners
Colorado
$754K +$292K +10,211 +66%
CS
915
Crescent Sterling
Louisiana
$753K +$435K +15,241 +147%
MAV
916
Mason & Associates (Virginia)
Virginia
$752K – – –
AWA
917
Aaron Wealth Advisors
Illinois
$751K +$1.57K +55 +0.2%
FFA
918
Fragasso Financial Advisors
Pennsylvania
$751K +$3.14K +110 +0.4%
WP
919
WealthPLAN Partners
Nebraska
$750K -$133K -4,658 -15%
IA
920
Integrity Alliance
Iowa
$744K +$413K +14,456 +134%
AIM
921
Acropolis Investment Management
Missouri
$739K – – –
MCC
922
Money Concepts Capital
Florida
$734K +$2.34K +82 +0.3%
RIS
923
Retirement Income Solutions
Michigan
$730K – – –
MMCM
924
Murphy & Mullick Capital Management
New York
$726K +$471K +16,500 +202%
GC
925
Gibson Capital
Pennsylvania
$725K -$11.4K -400 -2%
35 36
37
38 39