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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Mindset Wealth Management
Indiana
$236K +$248K +10,671 New
BCA
1127
Bay Colony Advisors
Massachusetts
$235K – – –
OGF
1128
Orin Green Financial
California
$235K +$269K +11,574 New
BBA
1129
BLB&B Advisors
Pennsylvania
$235K +$248K +10,634 New
WHCFA
1130
William Howard & Co Financial Advisors
Tennessee
$235K +$768 +33 +0.3%
SAM
1131
SP Asset Management
California
$234K +$47 +2 +0%
JFGIW
1132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K – – –
MMA
1133
Miracle Mile Advisors
California
$234K -$351K -15,057 -59%
GWSA
1134
Global Wealth Strategies & Associates
Colorado
$233K +$2.54K +109 +1%
AI
1135
Accredited Investors
Minnesota
$233K +$163 +7 +0.1%
EFM
1136
Eley Financial Management
Vermont
$233K – – –
EL
1137
EWA LLC
Pennsylvania
$231K -$15.8K -678 -6%
HNWAG
1138
High Net Worth Advisory Group
Florida
$231K +$40.5K +1,739 +20%
GWAM
1139
Guardian Wealth Advisors (Minnesota)
Minnesota
$228K – – –
QWP
1140
Quotient Wealth Partners
Texas
$227K -$4.1K -176 -2%
IF
1141
Intrua Financial
Texas
$226K -$19.3K -829 -7%
AA
1142
Advisory Alpha
Michigan
$226K +$238K +10,237 New
SI
1143
Shaker Investments
Ohio
$225K +$466 +20 +0.2%
FPCP
1144
Fort Point Capital Partners
California
$225K +$237K +10,202 New
PS
1145
Pinney & Scofield
Massachusetts
$225K – – –
RIP
1146
RAM Investment Partners
Washington
$224K – – –
TCM
1147
Telos Capital Management
California
$223K +$235K +10,108 New
CWA
1148
Capital Wealth Alliance
Arizona
$223K +$235K +10,093 New
BB
1149
Busey Bank
Illinois
$223K +$235K +10,091 New
SFG
1150
SevenBridge Financial Group
Pennsylvania
$223K -$26.8K -1,152 -11%
44 45
46
47 48