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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1076
Builder Investment Group
Georgia
$477K +$54.9K +1,921 +13%
CWM
1077
Connecticut Wealth Management
Connecticut
$476K -$199K -6,967 -30%
CP
1078
Capital Planning
Washington
$475K +$221K +7,756 +92%
PFA
1079
Pathway Financial Advisors
Vermont
$475K -$48K -1,680 -9%
EWL
1080
Emissary Wealth LLC
New Jersey
$473K – – –
AI
1081
Accredited Investors
Minnesota
$472K +$156K +5,472 +52%
ESB
1082
Essex Savings Bank
Connecticut
$471K -$33.8K -1,184 -7%
STFP
1083
Signal Tree Financial Partners
Ohio
$471K – – –
AIA
1084
Aventus Investment Advisors
Florida
$470K -$8.25K -289 -2%
SWM
1085
Seaside Wealth Management
California
$467K – – –
SCM
1086
Spreng Capital Management
Ohio
$465K -$1.94K -68 -0.4%
AGP
1087
Aspire Growth Partners
Florida
$463K +$1.2K +42 +0.3%
TAM
1088
Titleist Asset Management
Texas
$463K -$23.4K -818 -5%
FLA
1089
Financial Life Advisors
Texas
$462K +$20.2K +708 +5%
BEW
1090
Burton Enright Welch
California
$462K – – –
TCM
1091
Traub Capital Management
Massachusetts
$461K -$1.71K -60 -0.4%
YAL
1092
Your Advocates Ltd
Texas
$459K +$7.31K +256 +2%
AP
1093
Aspect Partners
Virginia
$458K – – –
CWS
1094
Confluence Wealth Services
Pennsylvania
$456K +$443K +15,506 New
RCA
1095
Riverview Capital Advisers
Massachusetts
$454K – – –
ACM
1096
Aspen Capital Management
Idaho
$453K +$257 +9 +0.1%
MYIA
1097
Mount Yale Investment Advisors
Colorado
$452K -$115K -4,025 -21%
VAS
1098
Vestmark Advisory Solutions
Massachusetts
$452K -$115K -4,025 -21%
CAS
1099
Coppell Advisory Solutions
Texas
$450K +$814K +28,523 New
RBC
1100
Romano Brothers & Co
Illinois
$449K – – –
42 43
44
45 46