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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
926
Landmark Wealth Management (New York)
New York
$454K -$5.22K -224 -1%
LWANC
927
Laurel Wealth Advisors (North Carolina)
North Carolina
$454K +$6.18K +265 +1%
CFG
928
Certior Financial Group
Pennsylvania
$450K +$453K +19,416 New
MSS
929
Mitchell Sinkler & Starr
Pennsylvania
$450K +$150K +6,418 +49%
AWM
930
Austin Wealth Management
Texas
$446K -$119K -5,090 -21%
DFA
931
DHJJ Financial Advisors
Illinois
$445K -$20.3K -869 -4%
AWM
932
Accurate Wealth Management
Florida
$445K -$980K -42,040 -69%
ESB
933
Essex Savings Bank
Connecticut
$442K – – –
GB
934
Goepper Burkhardt
South Carolina
$440K – – –
DP
935
DDD Partners
Washington
$439K -$73.7K -3,163 -14%
CICC
936
Capital Investment Counsel (Colorado)
Colorado
$439K -$207K -8,865 -32%
GWM
937
Gray Wealth Management
Maine
$435K +$9.02K +387 +2%
CCA
938
Cadent Capital Advisors
Oklahoma
$434K +$233 +10 +0.1%
EWM
939
Executive Wealth Management
Michigan
$433K +$38.6K +1,655 +10%
GFG
940
Grantvest Financial Group
New Jersey
$432K +$435K +18,644 New
MWM
941
MBE Wealth Management
Wisconsin
$429K +$909 +39 +0.2%
IWP
942
IAG Wealth Partners
Wisconsin
$427K -$59.6K -2,556 -12%
BRIA
943
Balanced Rock Investment Advisors
Massachusetts
$427K -$21.9K -940 -5%
CG
944
CFO4Life Group
Texas
$427K -$96.9K -4,157 -18%
BW
945
Basepoint Wealth
Iowa
$425K +$1.4K +60 +0.3%
BWFA
946
Baltimore-Washington Financial Advisors
Maryland
$424K +$64.4K +2,764 +18%
WPW
947
Waldron Private Wealth
Pennsylvania
$423K +$55.3K +2,372 +15%
DBIA
948
Dumont & Blake Investment Advisors
New Jersey
$421K -$11.7K -503 -3%
MCM
949
Mainstay Capital Management
Michigan
$421K -$97.9K -4,200 -19%
CCP
950
Carmel Capital Partners
California
$418K – – –
36 37
38
39 40