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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1201
Glass Jacobson Investment Advisors
Maryland
$141K – – –
PFPT
1202
Pinnacle Financial Partners (Tennessee)
Tennessee
$139K +$93.1K +4,000 +200%
NG
1203
NWK Group
California
$138K -$19K -815 -12%
OAJ
1204
Ogorek Anthony Joseph
New York
$137K +$139K +5,983 +2,683%
CIM
1205
Contravisory Investment Management
Massachusetts
$136K -$24.7K -1,059 -15%
CMP
1206
Coston McIsaac & Partners
Maine
$131K – – –
AIC
1207
Archer Investment Corporation
Indiana
$130K +$419 +18 +0.3%
GP
1208
Greenline Partners
New York
$125K +$441K +18,945 +335%
AWM
1209
Atticus Wealth Management
Florida
$122K +$3.68K +158 +3%
CIAS
1210
CBIZ Investment Advisory Services
Ohio
$121K – – –
LWA
1211
Lowe Wealth Advisors
Maryland
$119K – – –
CWC
1212
Carolinas Wealth Consulting
North Carolina
$117K -$23 -1 -0%
GCM
1213
Gables Capital Management
Florida
$111K – – –
HWA
1214
Heritage Wealth Advisors
Virginia
$110K -$3.49K -150 -3%
OW
1215
Olistico Wealth
Oklahoma
$108K – – –
TCPG
1216
Trivant Custom Portfolio Group
California
$106K – – –
SC
1217
Stephens Consulting
Michigan
$103K – – –
KSWA
1218
Kathleen S. Wright Associates
Pennsylvania
$99.8K – – –
FFWM
1219
Future Financial Wealth Management
Ohio
$99.4K – – –
DI
1220
DAGCO Inc
Ohio
$99.4K +$105K +4,500 New
RMP
1221
Richards, Merrill & Peterson
Washington
$97.6K – – –
HHGA
1222
Halbert Hargrove Global Advisors
California
$95.6K – – –
FFA
1223
Frazier Financial Advisors
Ohio
$95.3K +$55K +2,364 +121%
TAM
1224
Tucker Asset Management
Colorado
$94K -$5.03K -216 -5%
RF
1225
Rossby Financial
Florida
$93.3K +$99.8K +4,287 New
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