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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
976
Triad Wealth Partners
Kansas
$611K -$68.6K -2,402 -11%
RMDI
977
R.M. Davis Inc
Maine
$607K +$589K +20,623 New
TMWM
978
Taylor & Morgan Wealth Management
Michigan
$602K +$8.48K +297 +1%
PAM
979
Peak Asset Management
Colorado
$602K – – –
OCM
980
One Capital Management
California
$596K – – –
EFA
981
Evernest Financial Advisors
Indiana
$596K +$29 +1 +0%
OCG
982
Opus Capital Group
Ohio
$595K – – –
WCM
983
Weik Capital Management
Pennsylvania
$594K +$1.43K +50 +0.2%
AT
984
American Trust
Kentucky
$594K – – –
EFL
985
ERn Financial LLC
Wisconsin
$592K – – –
CIA
986
Cape Investment Advisory
Georgia
$591K -$7.68K -269 -1%
WPW
987
Watershed Private Wealth
Illinois
$591K -$334K -11,697 -37%
RLWM
988
RF&L Wealth Management
Massachusetts
$589K – – –
EAM
989
Empirical Asset Management
Massachusetts
$588K -$3.51K -123 -0.6%
WCP
990
Wick Capital Partners
Pennsylvania
$588K – – –
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K – – –
CGFA
992
Colton Groome Financial Advisors
North Carolina
$584K – – –
RF
993
RetireMitten Financial
Michigan
$581K -$65.1K -2,280 -10%
EP
994
Edgestream Partners
New Jersey
$581K -$314K -11,010 -36%
MWP
995
Madison Wealth Partners
Wisconsin
$577K +$18.1K +635 +3%
CPCM
996
Cardinal Point Capital Management
Ontario, Canada
$576K +$161K +5,628 +40%
MIC
997
Means Investment Company
Maine
$576K +$57 +2 +0%
JLBC
998
J.L. Bainbridge & Co
Florida
$575K -$49.8K -1,744 -8%
CFP
999
Curran Financial Partners
South Carolina
$574K +$192K +6,727 +53%
GB
1000
Goepper Burkhardt
South Carolina
$572K – – –
38 39
40
41 42