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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
SP Asset Management
California
$227K – – –
CA
1027
CapWealth Advisors
Tennessee
$226K – – –
AI
1028
Accredited Investors
Minnesota
$225K – – –
EFM
1029
Eley Financial Management
Vermont
$225K – – –
GWSA
1030
Global Wealth Strategies & Associates
Colorado
$224K – – –
SFG
1031
SevenBridge Financial Group
Pennsylvania
$223K -$6.45K -312 -3%
CIA
1032
Choate Investment Advisors
Massachusetts
$223K – – –
ACI
1033
Alpha Cubed Investments
California
$223K +$215K +10,407 New
GWAM
1034
Guardian Wealth Advisors (Minnesota)
Minnesota
$222K – – –
CWM
1035
Cadence Wealth Management
Massachusetts
$222K – – –
MA
1036
MKT Advisors
California
$221K – – –
FFG
1037
Fiduciary Financial Group
California
$220K +$205K +9,897 New
WS
1038
Wedbush Securities
California
$219K +$211K +10,209 New
BWA
1039
BlueChip Wealth Advisors
Georgia
$219K – – –
EA
1040
Ergawealth Advisors
Illinois
$218K +$211K +10,191 New
LF
1041
LifeSteps Financial
California
$218K -$992 -48 -0.5%
RIP
1042
RAM Investment Partners
Washington
$217K – – –
SI
1043
Shaker Investments
Ohio
$217K -$19.3K -933 -8%
IFA
1044
Index Fund Advisors
California
$215K -$35.8K -1,734 -15%
LWM
1045
Lyell Wealth Management
California
$214K -$93K -4,500 -31%
QWP
1046
Quotient Wealth Partners
Texas
$214K -$13.1K -636 -6%
VF
1047
Vawter Financial
Ohio
$212K – – –
SM
1048
Sensible Money
Arizona
$212K – – –
DPI
1049
Diversified Portfolios Inc
Michigan
$211K +$204K +9,858 New
PF
1050
Penney Financial
Texas
$210K – – –
40 41
42
43 44