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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1151
Madison Wealth Partners
Wisconsin
$228K -$1.35K -58 -0.6%
GSWM
1152
Golden State Wealth Management
California
$228K +$229K +9,837 New
MIC
1153
Meridian Investment Counsel
California
$228K -$43.1K -1,848 -16%
PF
1154
Penney Financial
Texas
$228K – – –
FW
1155
Fairway Wealth
Ohio
$227K +$228K +9,795 New
FSBI
1156
Fearless Solutions (Best Invest)
Texas
$227K +$228K +9,795 New
SRWM
1157
Shira Ridge Wealth Management
California
$226K – – –
SW
1158
SVB Wealth
Massachusetts
$226K +$227K +9,734 New
PAM
1159
Pegasus Asset Management
New York
$224K -$238K -10,233 -51%
FWM
1160
Fortress Wealth Management
California
$224K – – –
GM
1161
GeoWealth Management
Illinois
$224K +$225K +9,635 +45,881%
UF
1162
Univest Financial
Pennsylvania
$223K +$224K +9,621 New
SWM
1163
Segment Wealth Management
Texas
$223K +$420 +18 +0.2%
BSG
1164
Black Swift Group
Colorado
$222K +$223K +9,578 New
BFG
1165
Beacon Financial Group
Texas
$220K +$7.58K +325 +4%
PMSA
1166
Patrick M. Sweeney & Associates
Illinois
$219K +$47 +2 +0%
WG
1167
Welch Group
Alabama
$218K -$5.8K -249 -3%
BWL
1168
Bogart Wealth LLC
Virginia
$218K +$58.8K +2,523 +37%
MAG
1169
M3 Advisory Group
Massachusetts
$218K +$723 +31 +0.3%
FAC
1170
Financial Advisory Corporation
Michigan
$218K +$219K +9,386 New
HP
1171
Haven Private
Florida
$217K +$219K +9,381 New
WMA
1172
West Michigan Advisors
Michigan
$217K +$629 +27 +0.3%
CWP
1173
Corepath Wealth Partners
Arizona
$217K -$432K -18,525 -66%
DPI
1174
Diversified Portfolios Inc
Michigan
$216K +$47 +2 +0%
HIF
1175
Hill Island Financial
Michigan
$215K -$122K -5,219 -36%
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