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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1326
Balentine LLC
Georgia
$61.9K – – –
FFA
1327
Frazier Financial Advisors
Ohio
$61.8K -$5.59K -220 -9%
SIS
1328
Strategic Investment Solutions
Illinois
$61.7K -$2.79K -110 -4%
DCM
1329
Davis Capital Management
Florida
$61.3K +$59.1K +2,328 New
DRP
1330
Decker Retirement Planning
Utah
$59.7K +$57.5K +2,266 New
TFA
1331
Toth Financial Advisory
Virginia
$59.1K +$56.9K +2,242 New
SWIM
1332
Smallwood Wealth Investment Management
New Jersey
$57.4K +$8.15K +321 +17%
SS
1333
Sunbelt Securities
Texas
$57.2K -$22.8K -898 -29%
CPA
1334
Cardiff Park Advisors
California
$56.6K +$152 +6 +0.3%
GJIA
1335
Glass Jacobson Investment Advisors
Maryland
$56.1K +$102 +4 +0.2%
GKIM
1336
GW&K Investment Management
Massachusetts
$56K – – –
FP
1337
Financial Perspectives
Minnesota
$55.9K – – –
TCM
1338
TruNorth Capital Management
Michigan
$55.6K – – –
PWMG
1339
Prestige Wealth Management Group
New Jersey
$55.3K – – –
RWM
1340
RMG Wealth Management
Wisconsin
$54.4K +$52.3K +2,058 New
AWM
1341
Accredited Wealth Management
Kentucky
$53.5K -$38.9K -1,531 -75%
TFGT
1342
TS Financial Group (TSFG)
Illinois
$53K – – –
ABWM
1343
Alpine Bank Wealth Management
Colorado
$49.8K +$48K +1,892 New
CSB
1344
City State Bank
Iowa
$49.5K – – –
GFWA
1345
Grey Fox Wealth Advisors
Delaware
$48.9K +$47.1K +1,856 New
PP
1346
PFS Partners
New Jersey
$47K +$45.3K +1,785 New
BF
1347
BOK Financial
Oklahoma
$46.5K – – –
HWM
1348
HighMark Wealth Management
Minnesota
$45.7K +$127 +5 +0.3%
MNA
1349
Manning & Napier Advisors
New York
$44.6K +$10.3K +405 +31%
CWP
1350
Concord Wealth Partners
Virginia
$44.3K – – –
52 53
54
55 56