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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1251
Sierra Ocean
California
$61K +$61.4K +2,633 New
HPC
1252
HM Payson & Co
Maine
$60.9K – – –
TFM
1253
TFC Financial Management
Massachusetts
$57.5K +$117 +5 +0.2%
CA
1254
Centerpoint Advisors
Massachusetts
$57K – – –
ME
1255
McIlrath & Eck
Washington
$56.7K – – –
DCM
1256
Davis Capital Management
Florida
$56.6K -$6.15K -264 -10%
FGC
1257
Financial Gravity Companies
Texas
$56.6K – – –
BL
1258
Balentine LLC
Georgia
$54.5K – – –
GKIM
1259
GW&K Investment Management
Massachusetts
$50K – – –
FP
1260
Financial Perspectives
Minnesota
$49.2K -$23 -1 -0%
TCM
1261
TruNorth Capital Management
Michigan
$49K – – –
AWM
1262
Accredited Wealth Management
Kentucky
$47.1K +$47.3K +2,031 New
TFGT
1263
TS Financial Group (TSFG)
Illinois
$47K – – –
FFA
1264
Frazier Financial Advisors
Ohio
$45.4K +$117 +5 +0.3%
CSB
1265
City State Bank
Iowa
$43.5K – – –
GWMI
1266
Guardian Wealth Management (Illinois)
Illinois
$42.2K +$23 +1 +0.1%
BF
1267
BOK Financial
Oklahoma
$40.6K – – –
OA
1268
Operose Advisors
Wisconsin
$40.2K – – –
PA
1269
PSI Advisors
Florida
$39.9K – – –
HWM
1270
HighMark Wealth Management
Minnesota
$39.8K +$140 +6 +0.4%
SAM
1271
Synergy Asset Management
Washington
$35.7K +$12.3K +527 New
NFSG
1272
Newbridge Financial Services Group
Florida
$35.5K +$35.7K +1,533 New
IHWM
1273
Iron Horse Wealth Management
Iowa
$35.3K – – –
RA
1274
Ransom Advisory
Rhode Island
$34.8K – – –
HPIA
1275
Hamilton Point Investment Advisors
North Carolina
$34.4K +$13.7K +589 +66%
49 50
51
52 53