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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1251
Sound Income Strategies
Florida
$161K -$101K -4,471 -40%
BDPWM
1252
Barnes Dennig Private Wealth Management
Ohio
$160K – – –
NG
1253
NWK Group
California
$153K – – –
OAJ
1254
Ogorek Anthony Joseph
New York
$151K – – –
CIM
1255
Contravisory Investment Management
Massachusetts
$149K -$927 -41 -0.7%
TCOT
1256
Trust Company of Toledo
Ohio
$149K +$137K +6,078 New
CMP
1257
Coston McIsaac & Partners
Maine
$145K – – –
OA
1258
Operose Advisors
Wisconsin
$140K +$90.6K +4,006 +231%
CIAS
1259
CBIZ Investment Advisory Services
Ohio
$134K – – –
GCM
1260
Gables Capital Management
Florida
$123K – – –
HWA
1261
Heritage Wealth Advisors
Virginia
$122K – – –
OW
1262
Olistico Wealth
Oklahoma
$120K – – –
SC
1263
Stephens Consulting
Michigan
$119K +$4.63K +205 +4%
KSWA
1264
Kathleen S. Wright Associates
Pennsylvania
$112K +$1.31K +58 +1%
DI
1265
DAGCO Inc
Ohio
$110K – – –
FFWM
1266
Future Financial Wealth Management
Ohio
$110K – – –
LWA
1267
Lowe Wealth Advisors
Maryland
$107K -$22.9K -1,015 -19%
HHGA
1268
Halbert Hargrove Global Advisors
California
$106K – – –
TC
1269
Trust Company
Kansas
$105K +$97.2K +4,300 New
NSIM
1270
North Star Investment Management
Illinois
$104K +$6.51K +288 +7%
TAM
1271
Tucker Asset Management
Colorado
$102K -$1.7K -75 -2%
PC
1272
Promus Capital
Illinois
$102K – – –
IF
1273
Integrity Financial
Wyoming
$98.8K – – –
RMP
1274
Richards, Merrill & Peterson
Washington
$95.8K -$11.3K -500 -11%
RF
1275
Rossby Financial
Florida
$93.8K -$10.2K -450 -10%
49 50
51
52 53