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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1326
Orion Capital Management
California
$29.7K – – –
SAM
1327
S.A. Mason
Michigan
$28.9K +$26.8K +1,184 New
HIA
1328
Harbor Investment Advisory
Maryland
$27.5K – – –
SWP
1329
SIMA Wealth Partners
Virginia
$27.5K +$68 +3 +0.3%
PMIM
1330
Prudent Man Investment Management
Colorado
$26.1K – – –
AEPWM
1331
Atlantic Edge Private Wealth Management
Florida
$25.7K – – –
CBT
1332
Crews Bank & Trust
Florida
$25.7K +$23.7K +1,050 New
AIC
1333
Archer Investment Corporation
Indiana
$25.4K -$110K -4,851 -82%
W
1334
WealthCollab
Washington
$25.4K – – –
LC
1335
Luminist Capital
Michigan
$24.5K +$22.6K +1,000 New
ETC
1336
Exchange Traded Concepts
Oklahoma
$24.4K +$22.6K +1,000 New
KFI
1337
Key Financial Inc
Pennsylvania
$24.2K – – –
TFG
1338
Team Financial Group
California
$24.2K +$22.4K +990 New
NRC
1339
New Republic Capital
North Carolina
$23.9K – – –
FDCDDQ
1340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K – – –
BFP
1341
Briaud Financial Planning
Texas
$22K – – –
HPIA
1342
Hamilton Point Investment Advisors
North Carolina
$21.8K – – –
VWA
1343
Valued Wealth Advisors
Utah
$20.7K -$25.2K -1,116 -57%
PAG
1344
Paladin Advisory Group
Iowa
$20.2K +$18.7K +826 New
WIM
1345
Westside Investment Management
California
$20.1K -$3.87K -171 -17%
CPG
1346
Cornerstone Planning Group
New Jersey
$19.9K -$6.13K -271 -25%
PIS
1347
POM Investment Strategies
North Carolina
$19.8K – – –
KWM
1348
Kiker Wealth Management
Georgia
$18.7K +$11.8K +522 +215%
DPW
1349
DiNuzzo Private Wealth
Pennsylvania
$16.6K – – –
AG
1350
AmeriFlex Group
Nevada
$16K – – –
52 53
54
55 56