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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1001
Divergent Wealth Advisors
Utah
$225K +$709 +36 +0.3%
SAG
1002
Spotlight Asset Group
Illinois
$225K – – –
GWA
1003
Geometric Wealth Advisors
District of Columbia
$224K +$591 +30 +0.3%
RFA
1004
Rollins Financial Advisors
New York
$223K – – –
WHCFA
1005
William Howard & Co Financial Advisors
Tennessee
$222K +$211K +10,707 New
HIC
1006
Hartline Investment Corp
Illinois
$222K -$382K -19,401 -64%
BCA
1007
Bay Colony Advisors
Massachusetts
$222K +$59 +3 +0%
QWP
1008
Quotient Wealth Partners
Texas
$220K -$174K -8,850 -45%
SAM
1009
SP Asset Management
California
$219K +$209K +10,596 New
CA
1010
CapWealth Advisors
Tennessee
$218K +$208K +10,542 New
DC
1011
Davenport & Co
Virginia
$218K -$26.4K -1,341 -11%
AI
1012
Accredited Investors
Minnesota
$218K +$207K +10,515 New
GWM
1013
Geneos Wealth Management
Colorado
$217K -$83.2K -4,227 -29%
EFM
1014
Eley Financial Management
Vermont
$217K -$100K -5,091 -33%
GWSA
1015
Global Wealth Strategies & Associates
Colorado
$216K -$59 -3 -0%
CIA
1016
Choate Investment Advisors
Massachusetts
$215K +$205K +10,413 New
UB
1017
UMB Bank
Missouri
$215K +$62.7K +3,186 +44%
SFC
1018
SYM Financial Corp
Indiana
$214K -$59.1K -3,000 -22%
GWAM
1019
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K +$204K +10,347 New
CWM
1020
Cadence Wealth Management
Massachusetts
$214K +$204K +10,344 New
LF
1021
LifeSteps Financial
California
$212K -$13.7K -696 -6%
SGK
1022
Steigerwald Gordon & Koch
Virginia
$212K +$201K +10,230 New
BWA
1023
BlueChip Wealth Advisors
Georgia
$211K +$201K +10,206 New
RIP
1024
RAM Investment Partners
Washington
$210K +$200K +10,149 New
UAS
1025
United Asset Strategies
New York
$208K -$69K -3,504 -26%
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