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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1076
Clearstead Trust
Maine
$280K – – –
BSI
1077
Bennett Selby Investments
Maine
$278K – – –
DBIA
1078
Dumont & Blake Investment Advisors
New Jersey
$278K -$130K -5,565 -31%
AIIMS
1079
Analyst IMS Investment Management Services
Israel
$278K – – –
TIA
1080
Tiemann Investment Advisors
California
$277K -$5.82K -250 -2%
CSP
1081
Cary Street Partners
Virginia
$277K -$8.61K -370 -3%
IAS
1082
Insigneo Advisory Services
Florida
$274K +$42.3K +1,816 +17%
CPC
1083
Consolidated Planning Corp
Georgia
$273K – – –
MFS
1084
Mattson Financial Services
Michigan
$273K +$279K +11,987 +3,222%
MBFW
1085
Morton Brown Family Wealth
Pennsylvania
$272K – – –
CWM
1086
Cadence Wealth Management
Massachusetts
$271K +$19.5K +836 +7%
TWM
1087
Tradition Wealth Management
Minnesota
$270K -$18.6K -798 -6%
RFA
1088
Rollins Financial Advisors
New York
$269K – – –
MSA
1089
McAlister Sweet & Associates
Texas
$268K +$282K +12,123 New
SCA
1090
Snowden Capital Advisors
New York
$268K -$9.43K -405 -3%
FA
1091
FSA Advisors
Michigan
$266K -$1.56K -67 -0.6%
RWM
1092
Ritholtz Wealth Management
New York
$265K +$26K +1,119 +10%
ARC
1093
Advisor Resource Council
Texas
$265K +$389K +16,718 New
BWP
1094
Burling Wealth Partners
Illinois
$265K – – –
FWM
1095
Foguth Wealth Management
Michigan
$263K +$277K +11,903 New
CWA
1096
Clarity Wealth Advisors
California
$261K -$5.87K -252 -2%
JF
1097
JSF Financial
California
$260K +$274K +11,768 New
FWP
1098
Falcon Wealth Planning
California
$257K +$349 +15 +0.1%
CCMG
1099
Clark Capital Management Group
Pennsylvania
$257K -$3.19K -137 -1%
MLA
1100
My Legacy Advisors
Oregon
$256K +$8.75K +376 +3%
42 43
44
45 46