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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$811K -$45.4K -1,590 -5%
AWM
902
Accurate Wealth Management
Florida
$810K -$313K -10,947 -29%
LF
903
LifePlan Financial
Minnesota
$809K -$30.7K -1,076 -4%
IF
904
Integrity Financial
Wyoming
$806K – – –
PSA
905
Plum Street Advisors
Louisiana
$799K +$376K +13,177 +94%
DWA
906
Delap Wealth Advisory
Oregon
$790K – – –
GA
907
Goldstein Advisors
Wisconsin
$784K – – –
IIC
908
Ironwood Investment Counsel
Arizona
$784K +$108K +3,780 +17%
TA
909
TrueWealth Advisors
Alabama
$782K -$85.7K -3,000 -10%
DB
910
Dravo Bay
Delaware
$778K -$18.9K -662 -2%
CFP
911
Cypress Financial Planning
New Jersey
$777K -$23.4K -820 -3%
NEPWA
912
New England Private Wealth Advisors
Massachusetts
$775K +$1.57K +55 +0.2%
JIC
913
Joel Isaacson & Co
New York
$771K -$14.8K -519 -2%
FFM
914
Forum Financial Management
Illinois
$771K +$35.8K +1,253 +5%
KFS
915
Kirkwood Financial Services
Texas
$771K -$4.83K -169 -0.6%
RWM
916
Rockwood Wealth Management
Pennsylvania
$769K +$17.5K +614 +2%
HIM
917
Harbour Investment Management
Washington
$766K – – –
HIC
918
Hartline Investment Corp
Illinois
$759K -$28.6K -1,000 -4%
LRPA
919
L. Roy Papp & Associates
Arizona
$758K -$8.71K -305 -1%
DWA
920
Davis Wealth Advisors
New Hampshire
$755K -$183K -6,426 -20%
BWP
921
BSW Wealth Partners
Colorado
$754K +$292K +10,211 +66%
CS
922
Crescent Sterling
Louisiana
$753K +$435K +15,241 +147%
MAV
923
Mason & Associates (Virginia)
Virginia
$752K – – –
AWA
924
Aaron Wealth Advisors
Illinois
$751K +$1.57K +55 +0.2%
FFA
925
Fragasso Financial Advisors
Pennsylvania
$751K +$3.14K +110 +0.4%
35 36
37
38 39