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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
951
Cape Investment Advisory
Georgia
$603K +$598K +22,388 +93,283%
BWM
952
Boyd Wealth Management
California
$601K -$53 -2 -0%
HFS
953
Heritage Financial Services
Massachusetts
$599K – – –
PTB
954
Pioneer Trust Bank
Oregon
$598K – – –
VA
955
Vident Advisory
Georgia
$595K +$103K +3,868 +21%
LWL
956
Leo Wealth LLC
Texas
$591K +$586K +21,945 New
KA
957
Kure Advisory
Minnesota
$585K +$581K +21,746 New
SAM
958
Stembrook Asset Management
New Jersey
$583K +$579K +21,672 New
IIC
959
Ironwood Investment Counsel
Arizona
$582K -$25.4K -952 -4%
GFA
960
Gallagher Fiduciary Advisors
Illinois
$579K -$12.4K -464 -2%
C
961
Certuity
Florida
$575K +$134 +5 +0%
PCG
962
Prosperity Consulting Group
Maryland
$573K +$213K +7,971 +60%
LC
963
LCNB Corp
Ohio
$569K – – –
NFTC
964
North Forty Two & Co
Oregon
$563K – – –
DF
965
DecisionPoint Financial
Arizona
$562K – – –
NWM
966
Nolet Wealth Management
Texas
$561K +$557K +20,860 New
RWM
967
Rockwood Wealth Management
Pennsylvania
$561K +$1.33K +50 +0.2%
FG
968
Fairman Group
Pennsylvania
$561K -$10.6K -398 -2%
MYIA
969
Mount Yale Investment Advisors
Colorado
$560K +$556K +20,825 New
MCM
970
Morton Capital Management
California
$560K +$134 +5 +0%
FFA
971
Fragasso Financial Advisors
Pennsylvania
$560K -$22.7K -849 -4%
GWM
972
GSB Wealth Management
Connecticut
$558K -$2.88K -108 -0.5%
CPW
973
Crestmont Private Wealth
Texas
$554K -$3.5K -131 -0.6%
EFA
974
Evernest Financial Advisors
Indiana
$554K -$148K -5,560 -22%
KWM
975
KW Wealth Management
California
$554K -$2.67K -100 -0.5%
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39
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