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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
1176
Shira Ridge Wealth Management
California
$256K – – –
WWMSC
1177
Wagner Wealth Management (South Carolina)
South Carolina
$256K -$102 -4 -0%
CWP
1178
Capital Wealth Planning
Florida
$256K +$4.83K +190 +2%
FAC
1179
Financial Advisory Corporation
Michigan
$254K – – –
BCP
1180
Berkeley Capital Partners
Georgia
$253K +$244K +9,619 New
FAIM
1181
Financial Advocates Investment Management
Washington
$253K -$1.51M -59,476 -86%
GSWM
1182
Golden State Wealth Management
California
$252K – – –
BSG
1183
Black Swift Group
Colorado
$252K – – –
SW
1184
SteelPeak Wealth
California
$252K +$5.94K +234 +3%
SFG
1185
SevenBridge Financial Group
Pennsylvania
$252K -$8.38K -330 -3%
QCM
1186
QRG Capital Management
Illinois
$251K -$855K -33,671 -78%
SPG
1187
Strategic Planning Group
Utah
$250K +$660 +26 +0.3%
PMSA
1188
Patrick M. Sweeney & Associates
Illinois
$249K +$51 +2 +0%
ACA
1189
Affinity Capital Advisors
California
$249K – – –
HP
1190
Haven Private
Florida
$249K +$1.78K +70 +0.7%
CAM
1191
Clark Asset Management
New Hampshire
$248K -$385K -15,169 -62%
PCA
1192
Purkiss Capital Advisors
Connecticut
$248K – – –
MAG
1193
M3 Advisory Group
Massachusetts
$247K – – –
WG
1194
Welch Group
Alabama
$247K -$35.6K -1,400 -13%
PWMAG
1195
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$12.7K -500 -5%
DWA
1196
Delap Wealth Advisory
Oregon
$246K – – –
IWM
1197
Inlight Wealth Management
Georgia
$246K – – –
VA
1198
VestGen Advisors
Illinois
$244K +$235K +9,268 New
HCMG
1199
Howard Capital Management Group
California
$243K – – –
CSA
1200
Cottage Street Advisors
Massachusetts
$243K +$1.63K +64 +0.7%
46 47
48
49 50