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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1301
Pinnacle Wealth Management Advisory Group
New Jersey
$238K – – –
HCMG
1302
Howard Capital Management Group
California
$237K – – –
PCA
1303
Purkiss Capital Advisors
Connecticut
$235K -$6.22K -232 -2%
SIAP
1304
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K +$2.95K +110 +1%
CIAS
1305
Capital Investment Advisory Services
North Carolina
$234K +$2.79K +104 +1%
CA
1306
Centennial Advisors
Texas
$232K +$243K +9,055 New
PGF
1307
Plan Group Financial
Oklahoma
$232K +$242K +9,031 New
IWN
1308
Independent Wealth Network
Iowa
$231K +$32.3K +1,205 +15%
OC
1309
Oakworth Capital
Alabama
$231K – – –
SSA
1310
Sierra Summit Advisors
Nevada
$230K – – –
DWM
1311
Ducere Wealth Management
California
$228K +$37.3K +1,390 +18%
BCP
1312
Berkeley Capital Partners
Georgia
$228K -$11.2K -418 -4%
LDB
1313
Lee, Danner & Bass
Tennessee
$228K – – –
MA
1314
MKT Advisors
California
$226K – – –
BMWS
1315
Brady Martz Wealth Solutions
North Dakota
$225K +$236K +8,794 New
EWM
1316
Elevation Wealth Management
Minnesota
$225K -$49.4K -1,840 -17%
PCM
1317
Presidio Capital Management
California
$225K – – –
RIM
1318
RW Investment Management
Idaho
$224K +$235K +8,754 New
BB
1319
Busey Bank
Illinois
$224K +$234K +8,721 New
BIG
1320
Brookwood Investment Group
Arizona
$223K +$233K +8,700 New
CISOA
1321
Capital Investment Services of America
Wisconsin
$222K – – –
SFG
1322
SageGuard Financial Group
Tennessee
$221K -$243K -9,065 -51%
RCP
1323
Roan Capital Partners
Tennessee
$221K +$231K +8,626 New
DPI
1324
Diversified Portfolios Inc
Michigan
$221K +$80 +3 +0%
AFWM
1325
AMJ Financial Wealth Management
Virginia
$220K – – –
51 52
53
54 55