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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1376
Osbon Capital Management
Massachusetts
$201K +$200K +7,478 New
JWM
1377
Jacksonville Wealth Management
Florida
$201K +$200K +7,473 New
OHWP
1378
Oak Harbor Wealth Partners
North Carolina
$200K +$189K +7,075 +1,933%
CWP
1379
Clark Wealth Partners
Illinois
$199K – – –
FIM
1380
FWL Investment Management
Texas
$190K – – –
IPS
1381
Investors Portfolio Services
Washington
$187K +$186K +6,958 New
UB
1382
UMB Bank
Missouri
$186K -$8.01K -300 -4%
PP
1383
PDS Planning
Ohio
$185K – – –
BDPWM
1384
Barnes Dennig Private Wealth Management
Ohio
$176K – – –
AT
1385
Arlington Trust
Alabama
$175K -$16.1M -601,080 -99%
FCAS
1386
First Command Advisory Services
Texas
$173K +$129K +4,829 +299%
GC
1387
Granville Capital
North Carolina
$170K +$168K +6,300 New
FHA
1388
Flagship Harbor Advisors
Massachusetts
$169K +$168K +6,281 New
NG
1389
NWK Group
California
$168K – – –
OAJ
1390
Ogorek Anthony Joseph
New York
$167K +$27 +1 +0%
TCOT
1391
Trust Company of Toledo
Ohio
$164K – – –
IAIM
1392
International Assets Investment Management
Florida
$163K +$162K +6,061 New
CMP
1393
Coston McIsaac & Partners
Maine
$159K – – –
OA
1394
Operose Advisors
Wisconsin
$154K – – –
SGFG
1395
Silver Grove Financial Group
New York
$153K +$152K +5,699 New
DF
1396
Dunhill Financial
United Kingdom
$151K +$139K +5,193 +1,239%
SWM
1397
SHP Wealth Management
Massachusetts
$150K +$149K +5,583 New
CIAS
1398
CBIZ Investment Advisory Services
Ohio
$147K – – –
SA
1399
Strategic Advocates
Utah
$141K +$138K +5,185 +86,417%
HWA
1400
Heritage Wealth Advisors
Virginia
$138K +$4.35K +163 +3%
54 55
56
57 58