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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
1376
AMJ Financial Wealth Management
Virginia
$220K – – –
MLL
1377
Moody Lynn & Lieberson
Massachusetts
$219K +$213K +7,458 New
PAS
1378
PKS Advisory Services
New York
$219K +$213K +7,454 New
FAT
1379
First American Trust
California
$219K +$212K +7,440 New
BBA
1380
Braun-Bostich & Associates
Pennsylvania
$219K +$212K +7,427 New
SFC
1381
SYM Financial Corp
Indiana
$218K -$18.1K -633 -8%
CWP
1382
Clark Wealth Partners
Illinois
$218K – – –
EIA
1383
Edgemoor Investment Advisors
Maryland
$218K +$211K +7,398 New
SRC
1384
Sage Rhino Capital
California
$217K +$210K +7,370 New
EWM
1385
Elevation Wealth Management
Minnesota
$216K -$40.9K -1,434 -16%
MSA
1386
McAlister Sweet & Associates
Texas
$216K +$210K +7,343 New
LFA
1387
Legacy Financial Advisors
Kentucky
$216K +$209K +7,326 New
AFG
1388
Allegheny Financial Group
Pennsylvania
$216K +$209K +7,324 New
VCM
1389
Verde Capital Management
Michigan
$214K +$208K +7,286 New
BBA
1390
BLB&B Advisors
Pennsylvania
$214K +$208K +7,284 New
OPWM
1391
Oxinas Partners Wealth Management
Indiana
$214K +$208K +7,277 New
HW
1392
HORAN Wealth
Ohio
$214K +$208K +7,267 New
CWMS
1393
Cannon Wealth Management Services
North Carolina
$213K +$207K +7,248 New
BB
1394
Berkshire Bank
Massachusetts
$213K +$207K +7,245 New
VF
1395
Vawter Financial
Ohio
$213K +$206K +7,225 New
CIA
1396
Choate Investment Advisors
Massachusetts
$212K +$206K +7,207 New
CCM
1397
Carmel Capital Management
California
$212K +$206K +7,200 New
AWA
1398
Alaska Wealth Advisors
Alaska
$211K +$205K +7,182 New
SGK
1399
Steigerwald Gordon & Koch
Virginia
$211K – – –
M
1400
MOTCO
Texas
$211K -$182K -6,366 -47%
54 55
56
57 58