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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1351
GAMMA Investing
California
$39K – – –
MJRIC
1352
Mogy Joel R Investment Counsel
California
$38K -$12.7K -499 -26%
PWMG
1353
Private Wealth Management Group
New Jersey
$37.5K – – –
WPA
1354
West Paces Advisors
Georgia
$37K – – –
DAM
1355
Delta Asset Management
Tennessee
$35.6K – – –
TFM
1356
TFC Financial Management
Massachusetts
$34.8K -$16.4K -644 -33%
PGAM
1357
Princeton Global Asset Management
New Jersey
$34.5K +$102 +4 +0.3%
VCM
1358
Versant Capital Management
Arizona
$33.5K +$76 +3 +0.2%
OCM
1359
Orion Capital Management
California
$32K – – –
SWP
1360
SIMA Wealth Partners
Virginia
$29.7K +$76 +3 +0.3%
TAM
1361
Tucker Asset Management
Colorado
$28.1K -$79.1K -3,114 -74%
DPW
1362
DiNuzzo Private Wealth
Pennsylvania
$27.9K +$10.5K +415 +61%
AEPWM
1363
Atlantic Edge Private Wealth Management
Florida
$27.7K – – –
AIC
1364
Archer Investment Corporation
Indiana
$27.5K +$76 +3 +0.3%
W
1365
WealthCollab
Washington
$27.3K – – –
LC
1366
Luminist Capital
Michigan
$26.4K – – –
KFI
1367
Key Financial Inc
Pennsylvania
$26.2K – – –
TFG
1368
Team Financial Group
California
$26.2K +$76 +3 +0.3%
PMIM
1369
Prudent Man Investment Management
Colorado
$26.1K – – –
NRC
1370
New Republic Capital
North Carolina
$25.8K – – –
MWPCG
1371
Measured Wealth Private Client Group
New Hampshire
$25.6K +$24.6K +970 New
FDCDDQ
1372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K – – –
HPIA
1373
Hamilton Point Investment Advisors
North Carolina
$23.5K – – –
TCOV
1374
Trust Company of Vermont
Vermont
$23.5K +$20.9K +825 +1,196%
NWMP
1375
Noble Wealth Management PBC
Colorado
$22.8K +$22K +867 New
53 54
55
56 57