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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
951
Ogorek Anthony Joseph
New York
$3K -$194 -12 -5%
FWM
952
Focused Wealth Management
New York
$3K – – –
MA
953
Montag & Associates
Georgia
$3K – – –
TC
954
Truvestments Capital
Florida
$3K +$3.16K +195 New
ACA
955
Atlas Capital Advisors
Wyoming
$2.95K – – –
GFPC
956
Global Financial Private Client
Florida
$2.89K – – –
PFS
957
Prospera Financial Services
Texas
$2K -$6.66K -411 -79%
CMA
958
Cedar Mountain Advisors
Oregon
$2K -$2.04K -126 -49%
BA
959
Bellwether Advisors
Nebraska
$2K – – –
EWA
960
EverSource Wealth Advisors
Alabama
$2K – – –
WT
961
Whittier Trust
California
$2K – – –
MFC
962
Mechanics Financial Corp
Ohio
$2K +$2.63K +162 New
MRCM
963
M&R Capital Management
New Jersey
$2K +$2.77K +171 New
GEA
964
Glen Eagle Advisors
New Jersey
$1.26K -$2.53K -156 -65%
CFFP
965
Center for Financial Planning
Michigan
$1K – – –
PP
966
PrairieView Partners
Minnesota
$1K – – –
RCM
967
Raleigh Capital Management
North Carolina
$1K – – –
SWM
968
Selective Wealth Management
Virginia
$1K – – –
NL
969
NVWM LLC
Pennsylvania
$1K +$1.36K +84 New
WIM
970
Westside Investment Management
California
$7 – – –
ADL
971
Asset Dedication LLC
California
– -$20M -1,113,597 Closed
CP
972
Capital Planning
Washington
– -$9.42M -524,574 Closed
CCM
973
Ciovacco Capital Management
Georgia
– -$7.26M -404,463 Closed
AWM
974
Aries Wealth Management
Maine
– -$5.46M -303,984 Closed
EWA
975
EP Wealth Advisors
California
– -$4.12M -229,566 Closed
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