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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
1351
Wealth Management Nebraska
Nebraska
$209K -$2.16K -81 -1%
PL
1352
Parthenon LLC
Kentucky
$209K – – –
MIC
1353
Meridian Investment Counsel
California
$208K +$214 +8 +0.1%
CC
1354
Cornerstone Capital
California
$208K – – –
CCG
1355
Cypress Capital Group
Florida
$208K +$207K +7,735 New
GSIS
1356
Global Strategic Investment Solutions
Arizona
$208K – – –
QWM
1357
Quadcap Wealth Management
Texas
$208K – – –
CA
1358
Clune & Associates
Illinois
$208K -$961 -36 -0.5%
NFA
1359
Northern Financial Advisors
Michigan
$208K -$180K -6,723 -47%
JFG
1360
JDM Financial Group
Texas
$208K -$105K -3,937 -34%
CIA
1361
Choate Investment Advisors
Massachusetts
$207K -$60.4K -2,261 -23%
WAM
1362
Wernau Asset Management
Massachusetts
$207K – – –
UF
1363
Univest Financial
Pennsylvania
$207K -$13.1K -491 -6%
RPA
1364
Rock Point Advisors
Vermont
$206K -$80 -3 -0%
APW
1365
Austin Private Wealth
Texas
$204K -$9.85K -369 -5%
PWA
1366
Principia Wealth Advisory
Texas
$204K +$13.7K +512 +7%
PWM
1367
Pursuit Wealth Management
Florida
$203K +$202K +7,561 New
DWM
1368
Ducere Wealth Management
California
$202K +$201K +7,516 New
LSC
1369
Lesa Sroufe & Co
Washington
$202K -$44.9K -1,682 -18%
MLL
1370
Moody Lynn & Lieberson
Massachusetts
$202K +$200K +7,502 New
ACM
1371
Accent Capital Management
Ohio
$202K – – –
SCA
1372
Sandy Cove Advisors
Massachusetts
$202K +$200K +7,500 New
OCM
1373
Osbon Capital Management
Massachusetts
$201K +$200K +7,478 New
JWM
1374
Jacksonville Wealth Management
Florida
$201K +$200K +7,473 New
OHWP
1375
Oak Harbor Wealth Partners
North Carolina
$200K +$189K +7,075 +1,933%
53 54
55
56 57