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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1301
Westside Investment Management
California
$19.1K +$7.99K +343 +71%
CPG
1302
Cornerstone Planning Group
New Jersey
$18.9K -$36.8K -1,580 -67%
PIS
1303
POM Investment Strategies
North Carolina
$18.8K – – –
CI
1304
Cordant Inc
Oregon
$17.7K – – –
AG
1305
AmeriFlex Group
Nevada
$15.8K +$15.4K +660 New
DPW
1306
DiNuzzo Private Wealth
Pennsylvania
$15.7K – – –
NIA
1307
NBZ Investment Advisors
Tennessee
$15.6K +$15.7K +675 New
TWM
1308
Topsail Wealth Management
North Carolina
$14.6K +$14.7K +630 New
LFA
1309
Legend Financial Advisors
Pennsylvania
$14.2K -$23 -1 -0.2%
HCM
1310
Horrell Capital Management
Arkansas
$14K – – –
AWM
1311
Aberdeen Wealth Management
Illinois
$13.9K -$46.6K -2,001 -77%
HBW
1312
Hazlett, Burt & Watson
West Virginia
$13K -$1.51K -65 -10%
KFI
1313
Key Financial Inc
Pennsylvania
$12.5K – – –
PA
1314
Pineridge Advisors
Missouri
$12.4K +$4.15K +178 +50%
HFS
1315
Hopwood Financial Services
Virginia
$11.8K +$11.8K +507 New
MM
1316
Main Management
California
$11K – – –
BGWM
1317
Bridge Generations Wealth Management
Florida
$10.9K +$11K +470 New
CCM
1318
Chilton Capital Management
Texas
$10.4K -$51.7K -2,220 -83%
PP
1319
Pacifica Partners
Canada
$10.4K – – –
SWP
1320
SIMA Wealth Partners
Virginia
$10.4K +$1.98K +85 +23%
1IA
1321
1620 Investment Advisors
Massachusetts
$10.3K – – –
PFA
1322
Pillar Financial Advisors
Kentucky
$10.2K +$10.3K +441 New
FWM
1323
FSA Wealth Management
Massachusetts
$9.32K +$70 +3 +0.8%
RF
1324
Robinswood Financial
Washington
$8.98K – – –
AA
1325
Atmos Advisory
Pennsylvania
$8.48K – – –
51 52
53
54 55