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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$51.3K – – –
AWM
1302
Accredited Wealth Management
Kentucky
$49.6K – – –
TFGT
1303
TS Financial Group (TSFG)
Illinois
$49K – – –
TFM
1304
TFC Financial Management
Massachusetts
$48.1K -$11.8K -521 -21%
MJRIC
1305
Mogy Joel R Investment Counsel
California
$47.5K +$43.9K +1,943 New
CSB
1306
City State Bank
Iowa
$45.9K – – –
SWIM
1307
Smallwood Wealth Investment Management
New Jersey
$45.4K – – –
BMM
1308
Berkshire Money Management
Massachusetts
$44.9K +$41.5K +1,836 New
BF
1309
BOK Financial
Oklahoma
$43.1K -$9.22K -408 -19%
MWM
1310
MorganRosel Wealth Management
Colorado
$42.7K +$2.17K +96 +6%
HWM
1311
HighMark Wealth Management
Minnesota
$42.3K +$113 +5 +0.3%
CWP
1312
Concord Wealth Partners
Virginia
$41.1K +$38K +1,680 New
PCA
1313
Providence Capital Advisors
North Carolina
$38.1K +$35.3K +1,560 New
IHWM
1314
Iron Horse Wealth Management
Iowa
$37.2K – – –
NS
1315
NBC Securities
Alabama
$37K +$35K +1,546 New
GI
1316
GAMMA Investing
California
$36.2K – – –
PWMG
1317
Private Wealth Management Group
New Jersey
$34.8K – – –
WPA
1318
West Paces Advisors
Georgia
$34.4K – – –
BA
1319
Bellwether Advisors
Nebraska
$34K +$68 +3 +0.2%
DAM
1320
Delta Asset Management
Tennessee
$33K – – –
MAWAG
1321
Mid-American Wealth Advisory Group
Missouri
$32.8K +$30.4K +1,344 New
MWA
1322
Moser Wealth Advisors
Washington
$32.2K +$29.8K +1,319 New
PGAM
1323
Princeton Global Asset Management
New Jersey
$31.9K +$90 +4 +0.3%
MNA
1324
Manning & Napier Advisors
New York
$31.5K +$29.1K +1,288 New
VCM
1325
Versant Capital Management
Arizona
$31K +$90 +4 +0.3%
51 52
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