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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
926
McKinley Carter Wealth Services
West Virginia
$634K +$349 +13 +0.1%
PPW
927
Pasadena Private Wealth
California
$632K – – –
CSIA
928
Carl Stuart Investment Advisor
Texas
$630K +$659K +24,558 New
VA
929
Vident Advisory
Georgia
$627K +$62.9K +2,346 +11%
TM
930
Torren Management
California
$625K -$18.3K -682 -3%
JWBC
931
John W. Brooker & Co
California
$625K -$20.5K -764 -3%
OCA
932
Odyssey Capital Advisors
Pennsylvania
$625K -$48.6K -1,811 -7%
BC
933
Brio Consultants
California
$622K -$23.2K -865 -4%
WN
934
Williams & Novak
California
$615K – – –
BSI
935
Bennett Selby Investments
Maine
$614K – – –
MG
936
Mather Group
Illinois
$613K +$323K +12,033 +101%
RCAG
937
Rehmann Capital Advisory Group
Michigan
$612K -$26.8K -1,000 -4%
VBFP
938
Valtinson Bruner Financial Planning
Minnesota
$610K -$34.1K -1,270 -5%
LA
939
Lifeworks Advisors
Michigan
$609K -$885K -33,007 -58%
GIA
940
GHP Investment Advisors
Colorado
$603K -$27.2K -1,015 -4%
OFG
941
Oxford Financial Group
Indiana
$601K – – –
FMN
942
Financial Management Network
California
$601K +$1.74K +65 +0.3%
OCM
943
One Capital Management
California
$596K +$177K +6,609 +40%
GCP
944
Gill Capital Partners
Colorado
$596K -$25.3K -943 -4%
CWM
945
Connecticut Wealth Management
Connecticut
$593K +$8.58K +320 +1%
BOSSRA
946
B.O.S.S. Retirement Advisors
Utah
$593K -$42K -1,567 -6%
PI
947
PFG Investments
New York
$592K +$3.33K +124 +0.5%
TWP
948
Triad Wealth Partners
Kansas
$586K +$116K +4,319 +23%
IIC
949
Ironwood Investment Counsel
Arizona
$586K +$32.5K +1,210 +6%
MIM
950
Moseley Investment Management
Florida
$586K -$18.8K -700 -3%
36 37
38
39 40