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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
951
TRUE Private Wealth Advisors
Oregon
$316K – – –
ML
952
Mayport LLC
Massachusetts
$315K – – –
TAM
953
Titleist Asset Management
Texas
$314K – – –
LGWM
954
Litman Gregory Wealth Management
California
$313K – – –
CWP
955
Capital Wealth Planning
Florida
$313K +$980 +45 +0.3%
SIA
956
SeaBridge Investment Advisors
New Jersey
$312K – – –
CAG
957
Curtis Advisory Group
California
$312K +$65 +3 +0%
FMII
958
Farmers & Merchants Investments Inc
Nebraska
$312K – – –
GGV
959
GG Group Ventures
Florida
$312K +$578K +26,532 +200%
JWM
960
JFG Wealth Management
Colorado
$309K +$298K +13,677 New
GFS
961
GYL Financial Synergies
Connecticut
$308K – – –
EB
962
Eastern Bank
Massachusetts
$307K +$296K +13,590 New
MA
963
Montag & Associates
Georgia
$307K – – –
FCA
964
FinTrust Capital Advisors
South Carolina
$307K -$12K -552 -4%
MCC
965
Money Concepts Capital
Florida
$306K -$3M -137,493 -91%
PIA
966
Panoramic Investment Advisors
Colorado
$306K +$295K +13,530 New
TIM
967
Total Investment Management
Arizona
$305K +$294K +13,482 New
PBF
968
Petix & Botte Financial
California
$305K – – –
AWP
969
Abacus Wealth Partners
California
$304K +$293K +13,458 New
SAS
970
SMI Advisory Services
Indiana
$303K +$30.9K +1,419 +12%
FA
971
FSA Advisors
Michigan
$303K -$38K -1,746 -11%
MIM
972
Macroview Investment Management
Maryland
$303K +$5.23K +240 +2%
HIP
973
HUB Investment Partners
Texas
$302K +$4.05K +186 +1%
RI
974
Rinkey Investments
California
$302K +$46.5K +2,136 +19%
BAM
975
BOS Asset Management
Illinois
$302K – – –
37 38
39
40 41