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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1126
Heritage Wealth Advisors
Virginia
$122K – – –
LWA
1127
Lowe Wealth Advisors
Maryland
$122K – – –
CWC
1128
Carolinas Wealth Consulting
North Carolina
$120K – – –
AWM
1129
Atticus Wealth Management
Florida
$115K +$1.05K +48 +1%
OW
1130
Olistico Wealth
Oklahoma
$111K – – –
TCPG
1131
Trivant Custom Portfolio Group
California
$109K – – –
SC
1132
Stephens Consulting
Michigan
$108K – – –
PS
1133
Planned Solutions
California
$106K +$102K +4,665 New
SS
1134
Sunbelt Securities
Texas
$103K +$7.71K +354 +8%
KSWA
1135
Kathleen S. Wright Associates
Pennsylvania
$102K +$11K +507 +13%
DI
1136
DAGCO Inc
Ohio
$102K -$10.7K -489 -10%
NSIM
1137
North Star Investment Management
Illinois
$89.6K +$523 +24 +0.6%
CIM
1138
Contravisory Investment Management
Massachusetts
$88.5K +$1.96K +90 +2%
RWM
1139
Reston Wealth Management
Virginia
$84.6K +$81.5K +3,741 New
GWS
1140
Glassman Wealth Services
Virginia
$83.7K -$29.4K -1,350 -27%
SIC
1141
SJS Investment Consulting
Ohio
$70.1K – – –
SIS
1142
Strategic Investment Solutions
Illinois
$68.5K +$20.5K +942 +45%
CFS
1143
CGC Financial Services
Oregon
$67.8K – – –
PWMG
1144
Prestige Wealth Management Group
New Jersey
$66.5K – – –
CJ
1145
Caitlin John
Michigan
$64.8K +$119K +5,478 +200%
JFGIW
1146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.1K -$7.39K -339 -11%
FFO
1147
Fortitude Family Office
Arizona
$61.7K – – –
MPWT
1148
MassMutual Private Wealth & Trust
Connecticut
$61.5K +$59.3K +2,721 New
ACA
1149
American Capital Advisory
Idaho
$61.4K +$654 +30 +1%
DCM
1150
Davis Capital Management
Florida
$61.2K -$5.29K -243 -8%
44 45
46
47 48