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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1251
Davis Capital Management
Florida
$53.9K – – –
BL
1252
Balentine LLC
Georgia
$51.9K – – –
BF
1253
BOK Financial
Oklahoma
$48K +$9.5K +408 +23%
GKIM
1254
GW&K Investment Management
Massachusetts
$47K – – –
FP
1255
Financial Perspectives
Minnesota
$46.9K – – –
TCM
1256
TruNorth Capital Management
Michigan
$46.6K – – –
PWMG
1257
Prestige Wealth Management Group
New Jersey
$46.4K -$19.6K -840 -29%
TFGT
1258
TS Financial Group (TSFG)
Illinois
$45K – – –
AWM
1259
Accredited Wealth Management
Kentucky
$44.8K – – –
VWA
1260
Valued Wealth Advisors
Utah
$43.3K +$45.7K +1,962 New
CSB
1261
City State Bank
Iowa
$41.5K – – –
SWIM
1262
Smallwood Wealth Investment Management
New Jersey
$41K +$43.3K +1,859 New
GWMI
1263
Guardian Wealth Management (Illinois)
Illinois
$40.3K +$47 +2 +0.1%
OA
1264
Operose Advisors
Wisconsin
$38.3K – – –
HWM
1265
HighMark Wealth Management
Minnesota
$38.1K +$116 +5 +0.3%
PA
1266
PSI Advisors
Florida
$38K – – –
MWM
1267
MorganRosel Wealth Management
Colorado
$36.5K +$38.5K +1,653 New
Q1WB
1268
Quest 10 Wealth Builders
Virginia
$36K +$34K +1,461 +864%
BGWM
1269
Bridge Generations Wealth Management
Florida
$35.1K +$26.1K +1,122 +239%
IHWM
1270
Iron Horse Wealth Management
Iowa
$33.6K – – –
GI
1271
GAMMA Investing
California
$32.7K – – –
PWMG
1272
Private Wealth Management Group
New Jersey
$31.4K – – –
WT
1273
Washington Trust
Rhode Island
$31.3K – – –
WPA
1274
West Paces Advisors
Georgia
$31K – – –
T
1275
Transce3nd
Texas
$30.9K -$1.75M -75,254 -98%
49 50
51
52 53