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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1301
Madison Wealth Partners
Wisconsin
$244K -$19.9K -744 -8%
BW
1302
Basepoint Wealth
Iowa
$244K -$251K -9,394 -51%
SIAP
1303
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K +$2.43K +91 +1%
BDFN
1304
Bond & Devick Financial Network
Minnesota
$243K – – –
WI
1305
WBI Investments
New Jersey
$243K -$1.44K -54 -0.6%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$243K -$159K -5,946 -40%
OC
1307
Oakworth Capital
Alabama
$242K -$3.18K -119 -1%
KP
1308
Keel Point
Alabama
$241K +$19.9K +744 +9%
RFA
1309
Rollins Financial Advisors
New York
$241K – – –
SSA
1310
Sierra Summit Advisors
Nevada
$241K – – –
LDB
1311
Lee, Danner & Bass
Tennessee
$239K – – –
IF
1312
Intrua Financial
Texas
$239K -$75.7K -2,834 -24%
SGK
1313
Steigerwald Gordon & Koch
Virginia
$238K – – –
VAS
1314
Vestmark Advisory Solutions
Massachusetts
$237K +$236K +8,825 New
MA
1315
MKT Advisors
California
$236K – – –
PCM
1316
Presidio Capital Management
California
$236K – – –
MMCM
1317
Murphy & Mullick Capital Management
New York
$236K – – –
CISOA
1318
Capital Investment Services of America
Wisconsin
$233K – – –
DPI
1319
Diversified Portfolios Inc
Michigan
$231K +$80 +3 +0%
SB
1320
Strategic Blueprint
Georgia
$231K +$5.47K +205 +2%
AFWM
1321
AMJ Financial Wealth Management
Virginia
$231K +$20K +749 +10%
CCT
1322
Capital City Trust
Florida
$230K – – –
POIA
1323
Pin Oak Investment Advisors
Texas
$230K – – –
EWM
1324
Evercore Wealth Management
New York
$229K – – –
MWM
1325
Mattern Wealth Management
Kansas
$229K – – –
51 52
53
54 55