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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1126
SeaBridge Investment Advisors
New Jersey
$406K – – –
WA
1127
Waddell & Associates
Tennessee
$402K -$4.28K -150 -1%
BWM
1128
Brown Wealth Management
Illinois
$402K -$1.91K -67 -0.5%
IAS
1129
Insigneo Advisory Services
Florida
$401K +$90.6K +3,174 +30%
FA
1130
FC Advisory
Pennsylvania
$400K +$5.97K +209 +2%
MA
1131
Montag & Associates
Georgia
$400K – – –
AA
1132
Advisory Alpha
Michigan
$400K -$23.5K -823 -6%
OC
1133
Oakworth Capital
Alabama
$399K +$131K +4,578 +51%
MA
1134
Modus Advisors
Minnesota
$398K – – –
ML
1135
Mayport LLC
Massachusetts
$397K – – –
PWM
1136
Peterson Wealth Management
Nevada
$396K +$1.03K +36 +0.3%
OAM
1137
Oppenheimer Asset Management
New York
$396K -$200 -7 -0.1%
DWA
1138
Delos Wealth Advisors
Texas
$395K – – –
EPM
1139
Elm Partners Management
Pennsylvania
$393K +$104K +3,652 +38%
GBWM
1140
Granite Bay Wealth Management
New Hampshire
$392K -$35.6K -1,247 -9%
LA
1141
Legacy Advisors
Pennsylvania
$390K +$999 +35 +0.3%
PIA
1142
Panoramic Investment Advisors
Colorado
$390K +$771 +27 +0.2%
SSCA
1143
South Shore Capital Advisors
Massachusetts
$389K – – –
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
$387K – – –
NCM
1145
Narwhal Capital Management
Georgia
$384K +$28.6K +1,002 +8%
CAM
1146
Costello Asset Management
Pennsylvania
$383K -$2.31K -81 -0.6%
BF
1147
Brooklyn FI
New York
$383K +$371K +13,006 New
BM
1148
Berman McAleer
Maryland
$382K – – –
CF
1149
Clarity Financial
Texas
$381K – – –
OAP
1150
One Advisory Partners
Kansas
$380K – – –
44 45
46
47 48