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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
BlackDiamond Wealth Management
New York
$700K +$34.7K +1,294 +5%
CFP
902
Cypress Financial Planning
New Jersey
$698K +$1.91K +71 +0.3%
DB
903
Dravo Bay
Delaware
$695K -$334K -12,468 -32%
RFA
904
Resurgent Financial Advisors
Georgia
$693K +$86.8K +3,237 +14%
BIG
905
Brooklyn Investment Group
New York
$693K +$353K +13,165 +95%
DWA
906
Delap Wealth Advisory
Oregon
$688K -$22K -820 -3%
HIC
907
Hartline Investment Corp
Illinois
$687K – – –
JIC
908
Joel Isaacson & Co
New York
$685K +$188 +7 +0%
GA
909
Goldstein Advisors
Wisconsin
$683K +$4.18K +156 +0.6%
NEPWA
910
New England Private Wealth Advisors
Massachusetts
$681K +$1.64K +61 +0.2%
LW
911
Linscomb Wealth
Texas
$675K +$706K +26,323 New
AG
912
Ascent Group
Virginia
$671K -$8.56K -319 -1%
LRPA
913
L. Roy Papp & Associates
Arizona
$668K -$71.3K -2,658 -9%
HIM
914
Harbour Investment Management
Washington
$668K – – –
EFG
915
Elevated Financial Group
Indiana
$663K +$9.79K +365 +1%
FFA
916
Fragasso Financial Advisors
Pennsylvania
$660K +$123K +4,593 +22%
MAV
917
Mason & Associates (Virginia)
Virginia
$656K -$2.74K -102 -0.4%
RWM
918
Rockwood Wealth Management
Pennsylvania
$654K +$125K +4,663 +22%
AWA
919
Aaron Wealth Advisors
Illinois
$653K +$1.66K +62 +0.2%
OC
920
Oarsman Capital
Wisconsin
$650K -$30K -1,118 -4%
AFP
921
ATLas Financial Planning
Georgia
$644K +$429 +16 +0.1%
AIM
922
Acropolis Investment Management
Missouri
$643K +$8.34K +311 +1%
GC
923
Gibson Capital
Pennsylvania
$642K – – –
FFM
924
Forum Financial Management
Illinois
$639K +$192K +7,164 +40%
MCC
925
Money Concepts Capital
Florida
$637K +$287K +10,689 +75%
35 36
37
38 39