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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
1026
Fairway Wealth
Ohio
$379K – – –
CFG
1027
Certior Financial Group
Pennsylvania
$375K -$17K -668 -4%
LWM
1028
Lighthouse Wealth Management
Ohio
$374K – – –
MMA
1029
Miracle Mile Advisors
California
$372K +$110K +4,324 +44%
FA
1030
Fiducient Advisors
Illinois
$372K -$178 -7 -0%
GA
1031
GoalVest Advisory
New York
$371K – – –
LF
1032
LifeSteps Financial
California
$371K – – –
CWM
1033
Cadence Wealth Management
Massachusetts
$368K +$20.1K +793 +6%
CG
1034
CFO4Life Group
Texas
$368K +$203 +8 +0.1%
PSA
1035
Plum Street Advisors
Louisiana
$368K – – –
CIM
1036
Contravisory Investment Management
Massachusetts
$367K +$198K +7,816 +128%
WW
1037
Westshore Wealth
California
$366K -$22.1K -871 -6%
TAM
1038
Titleist Asset Management
Texas
$366K – – –
FA
1039
FC Advisory
Pennsylvania
$366K -$7.82K -308 -2%
WA
1040
Waddell & Associates
Tennessee
$365K +$1.24K +49 +0.4%
LGWM
1041
Litman Gregory Wealth Management
California
$365K – – –
PIA
1042
Panoramic Investment Advisors
Colorado
$365K +$736 +29 +0.2%
PAM
1043
Pegasus Asset Management
New York
$365K +$120K +4,717 +52%
CAG
1044
Curtis Advisory Group
California
$365K -$18K -709 -5%
AWAG
1045
ARS Wealth Advisors Group
Florida
$364K +$97.5K +3,840 +39%
SIA
1046
SeaBridge Investment Advisors
New Jersey
$363K – – –
MA
1047
Modus Advisors
Minnesota
$362K – – –
MCC
1048
Money Concepts Capital
Florida
$360K +$3.81K +150 +1%
CCM
1049
Canal Capital Management
Virginia
$360K +$57.9K +2,280 +20%
BIG
1050
Builder Investment Group
Georgia
$358K +$1.04K +41 +0.3%
40 41
42
43 44