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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
1176
Lesa Sroufe & Co
Washington
$238K -$228K -10,105 -51%
SRWM
1177
Shira Ridge Wealth Management
California
$238K – – –
WWMSC
1178
Wagner Wealth Management (South Carolina)
South Carolina
$238K -$83.5K -3,692 -28%
FAC
1179
Financial Advisory Corporation
Michigan
$236K +$3.89K +172 +2%
FWM
1180
Foguth Wealth Management
Michigan
$235K -$51.5K -2,276 -19%
PMSA
1181
Patrick M. Sweeney & Associates
Illinois
$234K +$23 +1 +0%
GSWM
1182
Golden State Wealth Management
California
$234K +$7.33K +324 +3%
BSG
1183
Black Swift Group
Colorado
$234K – – –
CWP
1184
Capital Wealth Planning
Florida
$232K +$3.66K +162 +2%
SPG
1185
Strategic Planning Group
Utah
$232K -$36K -1,591 -14%
SFWA
1186
Summit Financial Wealth Advisors
Louisiana
$231K +$214K +9,465 New
PCA
1187
Purkiss Capital Advisors
Connecticut
$230K +$213K +9,410 New
MAG
1188
M3 Advisory Group
Massachusetts
$229K – – –
ACA
1189
Affinity Capital Advisors
California
$229K +$212K +9,388 New
HP
1190
Haven Private
Florida
$229K -$4.12K -182 -2%
SW
1191
SteelPeak Wealth
California
$228K -$9.02K -399 -4%
IWM
1192
Inlight Wealth Management
Georgia
$228K +$2.78K +123 +1%
SFG
1193
Socha Financial Group
New York
$227K +$210K +9,302 New
DWA
1194
Delap Wealth Advisory
Oregon
$227K +$210K +9,300 New
AWM
1195
Aprio Wealth Management
Georgia
$226K -$171K -7,555 -45%
HCMG
1196
Howard Capital Management Group
California
$226K – – –
TA
1197
Tactive Advisors
Florida
$225K +$208K +9,206 New
WI
1198
WBI Investments
New Jersey
$224K +$207K +9,172 New
CSA
1199
Cottage Street Advisors
Massachusetts
$224K +$452 +20 +0.2%
OFS
1200
OneAscent Financial Services
Alabama
$224K +$208K +9,183 New
46 47
48
49 50