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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1001
Brown Wealth Management
Illinois
$248K -$36.3K -1,755 -13%
AC
1002
Apella Capital
Connecticut
$247K +$234K +11,325 New
CSPIA
1003
Cary Street Partners Investment Advisory
Virginia
$247K -$137K -6,624 -37%
IF
1004
Intrua Financial
Texas
$245K -$7.13K -345 -3%
ST
1005
Smithfield Trust
Pennsylvania
$245K – – –
MSR
1006
Main Street Research
Connecticut
$245K -$16.6K -804 -7%
RF
1007
Robbins Farley
New Hampshire
$245K -$372 -18 -0.2%
IAA
1008
Independent Advisor Alliance
North Carolina
$243K -$60.8K -2,943 -21%
CCMG
1009
Clark Capital Management Group
Pennsylvania
$243K – – –
SWP
1010
Strategic Wealth Partners
Ohio
$240K – – –
RI
1011
Rinkey Investments
California
$240K +$231K +11,202 New
S
1012
Sunpointe
Missouri
$237K – – –
CCP
1013
Clarity Capital Partners
California
$235K -$39.7K -1,920 -15%
GBT
1014
Grove Bank & Trust
Florida
$235K – – –
SPG
1015
Strategic Planning Group
Utah
$234K +$226K +10,926 New
BIG
1016
Builder Investment Group
Georgia
$234K -$41.8K -2,025 -16%
DWA
1017
Divergent Wealth Advisors
Utah
$233K – – –
SAG
1018
Spotlight Asset Group
Illinois
$233K – – –
GWA
1019
Geometric Wealth Advisors
District of Columbia
$232K – – –
GWM
1020
Geneos Wealth Management
Colorado
$231K +$6.2K +300 +3%
BCA
1021
Bay Colony Advisors
Massachusetts
$229K – – –
DC
1022
Davenport & Co
Virginia
$229K +$3.22K +156 +1%
WHCFA
1023
William Howard & Co Financial Advisors
Tennessee
$229K – – –
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$221K +10,689 New
HNB
1025
Huntington National Bank
Ohio
$228K – – –
39 40
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