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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
Lighthouse Wealth Management
Ohio
$347K – – –
FA
1027
FC Advisory
Pennsylvania
$347K +$1.38K +61 +0.4%
VV
1028
Verity & Verity
South Carolina
$346K – – –
FD
1029
Financial Designs
California
$346K – – –
FA
1030
Fiducient Advisors
Illinois
$345K – – –
AA
1031
Advisory Alpha
Michigan
$345K +$87.9K +3,886 +38%
GA
1032
GoalVest Advisory
New York
$345K – – –
LF
1033
LifeSteps Financial
California
$344K +$109K +4,810 +52%
NFA
1034
Northern Financial Advisors
Michigan
$343K +$3.73K +165 +1%
PSA
1035
Plum Street Advisors
Louisiana
$341K -$4.88K -216 -2%
CG
1036
CFO4Life Group
Texas
$341K +$181 +8 +0.1%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$341K – – –
RWM
1038
Ritholtz Wealth Management
New York
$340K +$42.9K +1,897 +16%
TAM
1039
Titleist Asset Management
Texas
$340K – – –
LGWM
1040
Litman Gregory Wealth Management
California
$339K – – –
EIG
1041
Ellenbecker Investment Group
Wisconsin
$339K -$4.32K -191 -1%
PIA
1042
Panoramic Investment Advisors
Colorado
$338K +$678 +30 +0.2%
WA
1043
Waddell & Associates
Tennessee
$338K +$312K +13,815 New
SIA
1044
SeaBridge Investment Advisors
New Jersey
$337K – – –
FC
1045
Fusion Capital
South Carolina
$336K -$4.59K -203 -1%
MA
1046
Modus Advisors
Minnesota
$336K -$33.9K -1,500 -10%
WCP
1047
Wealthcare Capital Partners
Pennsylvania
$332K -$66.6K -2,945 -18%
MA
1048
Montag & Associates
Georgia
$332K – – –
BIG
1049
Builder Investment Group
Georgia
$331K +$656 +29 +0.2%
HWA
1050
HCR Wealth Advisors
California
$330K +$306K +13,521 New
40 41
42
43 44