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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
976
Morton Brown Family Wealth
Pennsylvania
$269K – – –
GC
977
Gratus Capital
Georgia
$267K – – –
FIC
978
Family Investment Center
Missouri
$266K – – –
MSF
979
Mustard Seed Financial
Arkansas
$266K – – –
CPC
980
Consolidated Planning Corp
Georgia
$265K – – –
CIAS
981
Capital Investment Advisory Services
North Carolina
$263K -$31.8K -1,539 -11%
BC
982
Bowman & Company
Wisconsin
$262K – – –
NAMNJ
983
NorthStar Asset Management (New Jersey)
New Jersey
$262K -$45K -2,178 -15%
SAS
984
SMI Advisory Services
Indiana
$262K +$248K +11,991 New
AAG
985
Armstrong Advisory Group
Massachusetts
$262K +$242K +11,697 +2,228%
TWM
986
Tradition Wealth Management
Minnesota
$262K -$310 -15 -0.1%
PCM
987
Presidio Capital Management
California
$262K – – –
RFA
988
Rollins Financial Advisors
New York
$261K +$29.4K +1,425 +13%
SCA
989
Snowden Capital Advisors
New York
$260K – – –
MSA
990
McAlister Sweet & Associates
Texas
$260K – – –
TFA
991
Tobias Financial Advisors
Florida
$259K – – –
FWP
992
Falcon Wealth Planning
California
$258K – – –
UAS
993
United Asset Strategies
New York
$258K +$41.2K +1,995 +20%
WFAG
994
Worth Financial Advisory Group
North Carolina
$258K +$249K +12,045 New
KHCM
995
Kirtland Hills Capital Management
Ohio
$257K – – –
BBA
996
Braun-Bostich & Associates
Pennsylvania
$256K -$27.5K -1,329 -10%
MSS
997
Mitchell Sinkler & Starr
Pennsylvania
$255K +$186K +9,000 +333%
SIA
998
Soltis Investment Advisors
Utah
$251K -$3.72K -180 -2%
HT
999
Headlands Technologies
Illinois
$250K +$229K +11,067 +1,845%
MIC
1000
Meridian Investment Counsel
California
$250K – – –
38 39
40
41 42