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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1376
Elevation Wealth Management
Minnesota
$216K -$40.9K -1,434 -16%
MSA
1377
McAlister Sweet & Associates
Texas
$216K +$210K +7,343 New
LFA
1378
Legacy Financial Advisors
Kentucky
$216K +$209K +7,326 New
AFG
1379
Allegheny Financial Group
Pennsylvania
$216K +$209K +7,324 New
VCM
1380
Verde Capital Management
Michigan
$214K +$208K +7,286 New
BBA
1381
BLB&B Advisors
Pennsylvania
$214K +$208K +7,284 New
OPWM
1382
Oxinas Partners Wealth Management
Indiana
$214K +$208K +7,277 New
HW
1383
HORAN Wealth
Ohio
$214K +$208K +7,267 New
CWMS
1384
Cannon Wealth Management Services
North Carolina
$213K +$207K +7,248 New
BB
1385
Berkshire Bank
Massachusetts
$213K +$207K +7,245 New
VF
1386
Vawter Financial
Ohio
$213K +$206K +7,225 New
CIA
1387
Choate Investment Advisors
Massachusetts
$212K +$206K +7,207 New
CCM
1388
Carmel Capital Management
California
$212K +$206K +7,200 New
AWA
1389
Alaska Wealth Advisors
Alaska
$211K +$205K +7,182 New
SGK
1390
Steigerwald Gordon & Koch
Virginia
$211K – – –
M
1391
MOTCO
Texas
$211K -$182K -6,366 -47%
JC
1392
JB Capital
Connecticut
$210K +$204K +7,140 New
PWP
1393
Private Wealth Partners
California
$209K +$203K +7,102 New
FCU
1394
Financial Concepts Unlimited
Maine
$209K +$203K +7,097 New
VPW
1395
Variant Private Wealth
Virginia
$208K +$202K +7,076 New
FIM
1396
FWL Investment Management
Texas
$207K – – –
CWMK
1397
Caliber Wealth Management (Kansas)
Kansas
$207K +$201K +7,045 New
CNWM
1398
Clay Northam Wealth Management
California
$206K +$200K +7,000 New
IPS
1399
Investors Portfolio Services
Washington
$206K +$1.49K +52 +0.7%
WIP
1400
WealthCare Investment Partners
Rhode Island
$205K +$199K +6,975 New
54 55
56
57 58