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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1226
Sovereign Financial Group
Connecticut
$210K +$194K +8,580 New
CCT
1227
Capital City Trust
Florida
$209K +$193K +8,553 New
PFS
1228
Prospera Financial Services
Texas
$208K +$193K +8,527 New
EWM
1229
Evercore Wealth Management
New York
$208K +$193K +8,523 New
MWM
1230
Mattern Wealth Management
Kansas
$208K +$192K +8,496 New
GFG
1231
Greenberg Financial Group
Arizona
$207K +$159K +7,050 New
CWA
1232
Centennial Wealth Advisory
Michigan
$207K +$192K +8,478 New
GWSG
1233
GPS Wealth Strategies Group
Colorado
$207K +$45 +2 +0%
AF
1234
Amara Financial
California
$206K +$190K +8,424 New
MG
1235
Mather Group
Illinois
$206K -$230K -10,169 -55%
CWS
1236
Cypress Wealth Services
California
$205K +$189K +8,369 New
VCP
1237
Verus Capital Partners
Arizona
$204K +$189K +8,340 New
SP
1238
Sherman Porfolios
Idaho
$202K +$187K +8,256 New
LB
1239
Legacy Bridge
Iowa
$202K +$4.43K +196 +2%
AAS
1240
Annex Advisory Services
Wisconsin
$201K +$186K +8,220 New
YWM
1241
Yukon Wealth Management
Kansas
$201K +$186K +8,205 New
APW
1242
Austin Private Wealth
Texas
$200K +$185K +8,200 New
BCMLT
1243
Beacon Capital Management LLC (Tennessee)
Tennessee
$196K +$520 +23 +0.3%
TIM
1244
Total Investment Management
Arizona
$186K +$172K +7,622 New
POIA
1245
Pin Oak Investment Advisors
Texas
$186K +$55.5K +2,457 +41%
ACM
1246
Accent Capital Management
Ohio
$183K – – –
FIM
1247
FWL Investment Management
Texas
$178K -$1.51K -67 -0.9%
UB
1248
UMB Bank
Missouri
$176K – – –
PP
1249
PDS Planning
Ohio
$168K -$367K -16,211 -70%
AWM
1250
Atticus Wealth Management
Florida
$161K +$24.1K +1,065 +19%
48 49
50
51 52