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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1126
Frisch Financial Group
New York
$52K +$1.14M +55,089 New
ACA
1127
American Capital Advisory
Idaho
$50.5K +$620 +30 +1%
BL
1128
Balentine LLC
Georgia
$50.3K -$58K -2,808 -54%
GWMI
1129
Guardian Wealth Management (Illinois)
Illinois
$47.4K -$18.3K -885 -29%
FP
1130
Financial Perspectives
Minnesota
$45.5K – – –
CMP
1131
Coston McIsaac & Partners
Maine
$45K – – –
VCM
1132
Versant Capital Management
Arizona
$44.7K – – –
TFGT
1133
TS Financial Group (TSFG)
Illinois
$43K – – –
OA
1134
Operose Advisors
Wisconsin
$37.1K -$9.3K -450 -21%
PA
1135
PSI Advisors
Florida
$36.9K – – –
HWM
1136
HighMark Wealth Management
Minnesota
$36.5K – – –
PCA
1137
Providence Capital Advisors
North Carolina
$33.4K – – –
IHWM
1138
Iron Horse Wealth Management
Iowa
$32.6K +$31.5K +1,524 New
RA
1139
Ransom Advisory
Rhode Island
$32.1K – – –
MWM
1140
Mascoma Wealth Management
New Hampshire
$32K – – –
GI
1141
GAMMA Investing
California
$31.7K – – –
PGAM
1142
Princeton Global Asset Management
New Jersey
$31K +$3.29K +159 +12%
RIA
1143
Realta Investment Advisors
Delaware
$30.9K – – –
WT
1144
Washington Trust
Rhode Island
$30.3K -$26.7K -1,290 -48%
MRCM
1145
M&R Capital Management
New Jersey
$29.2K – – –
GI
1146
Gradient Investments
Minnesota
$29.1K -$59.7K -2,889 -68%
DAM
1147
Delta Asset Management
Tennessee
$28.9K – – –
TWP
1148
Triad Wealth Partners
Kansas
$28.4K +$27.4K +1,326 New
TCM
1149
TruNorth Capital Management
Michigan
$28.3K – – –
HBW
1150
Hazlett, Burt & Watson
West Virginia
$28K -$5.58K -270 -17%
44 45
46
47 48