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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1126
Lighthouse Wealth Management
Ohio
$418K – – –
FD
1127
Financial Designs
California
$417K – – –
MWM
1128
Mindset Wealth Management
Indiana
$416K +$4.37K +153 +1%
HFA
1129
Hippocratic Financial Advisors
California
$415K – – –
WW
1130
Westshore Wealth
California
$413K +$1.06K +37 +0.3%
SB
1131
Strategic Blueprint
Georgia
$411K +$128K +4,500 +48%
WA
1132
WPG Advisers
Maryland
$410K -$12K -419 -3%
ACP
1133
Aviance Capital Partners
Florida
$409K +$24.3K +851 +7%
SIA
1134
SeaBridge Investment Advisors
New Jersey
$406K – – –
WA
1135
Waddell & Associates
Tennessee
$402K -$4.28K -150 -1%
BWM
1136
Brown Wealth Management
Illinois
$402K -$1.91K -67 -0.5%
IAS
1137
Insigneo Advisory Services
Florida
$401K +$90.6K +3,174 +30%
FA
1138
FC Advisory
Pennsylvania
$400K +$5.97K +209 +2%
MA
1139
Montag & Associates
Georgia
$400K – – –
AA
1140
Advisory Alpha
Michigan
$400K -$23.5K -823 -6%
OC
1141
Oakworth Capital
Alabama
$399K +$131K +4,578 +51%
MA
1142
Modus Advisors
Minnesota
$398K – – –
ML
1143
Mayport LLC
Massachusetts
$397K – – –
PWM
1144
Peterson Wealth Management
Nevada
$396K +$1.03K +36 +0.3%
OAM
1145
Oppenheimer Asset Management
New York
$396K -$200 -7 -0.1%
DWA
1146
Delos Wealth Advisors
Texas
$395K – – –
EPM
1147
Elm Partners Management
Pennsylvania
$393K +$104K +3,652 +38%
GBWM
1148
Granite Bay Wealth Management
New Hampshire
$392K -$35.6K -1,247 -9%
LA
1149
Legacy Advisors
Pennsylvania
$390K +$999 +35 +0.3%
PIA
1150
Panoramic Investment Advisors
Colorado
$390K +$771 +27 +0.2%
44 45
46
47 48