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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1151
Apella Capital
Connecticut
$221K – – –
CIA
1152
Choate Investment Advisors
Massachusetts
$220K – – –
FPW
1153
Fairvoy Private Wealth
Alabama
$219K -$19.4K -834 -8%
PIWA
1154
Prevail Innovative Wealth Advisors
Kansas
$219K -$229K -9,818 -50%
TCM
1155
Traynor Capital Management
Pennsylvania
$218K +$230K +9,894 New
SM
1156
Sensible Money
Arizona
$218K – – –
BFG
1157
Beacon Financial Group
Texas
$218K +$9.31K +400 +4%
SL
1158
Salomon & Ludwin
Virginia
$218K – – –
MIC
1159
Meridian Investment Counsel
California
$217K +$186 +8 +0.1%
MWP
1160
Madison Wealth Partners
Wisconsin
$217K -$954 -41 -0.4%
PF
1161
Penney Financial
Texas
$217K – – –
FSBI
1162
Fearless Solutions (Best Invest)
Texas
$216K – – –
RF
1163
Robbins Farley
New Hampshire
$216K -$6.45K -277 -3%
GLR
1164
Great Lakes Retirement
Ohio
$216K +$227K +9,760 New
SW
1165
SteelPeak Wealth
California
$215K +$227K +9,738 New
SRWM
1166
Shira Ridge Wealth Management
California
$215K – – –
ACM
1167
Advisors Capital Management
New Jersey
$215K -$4.98K -214 -2%
FWM
1168
Fortress Wealth Management
California
$213K – – –
IWN
1169
Independent Wealth Network
Iowa
$213K -$17.4K -749 -7%
UF
1170
Univest Financial
Pennsylvania
$212K +$70 +3 +0%
SWM
1171
Segment Wealth Management
Texas
$212K – – –
BSG
1172
Black Swift Group
Colorado
$211K – – –
HP
1173
Haven Private
Florida
$211K +$3.96K +170 +2%
FAC
1174
Financial Advisory Corporation
Michigan
$209K +$2.31K +99 +1%
PMSA
1175
Patrick M. Sweeney & Associates
Illinois
$209K +$23 +1 +0%
45 46
47
48 49