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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1401
JB Capital
Connecticut
$210K +$204K +7,140 New
PWP
1402
Private Wealth Partners
California
$209K +$203K +7,102 New
FCU
1403
Financial Concepts Unlimited
Maine
$209K +$203K +7,097 New
VPW
1404
Variant Private Wealth
Virginia
$208K +$202K +7,076 New
FIM
1405
FWL Investment Management
Texas
$207K – – –
CWMK
1406
Caliber Wealth Management (Kansas)
Kansas
$207K +$201K +7,045 New
CNWM
1407
Clay Northam Wealth Management
California
$206K +$200K +7,000 New
IPS
1408
Investors Portfolio Services
Washington
$206K +$1.49K +52 +0.7%
WIP
1409
WealthCare Investment Partners
Rhode Island
$205K +$199K +6,975 New
RWS
1410
Rochester Wealth Strategies
Michigan
$205K +$199K +6,972 New
LNWTC
1411
Laird Norton Wetherby Trust Company
Washington
$205K +$199K +6,970 New
GWP
1412
Gateway Wealth Partners
Wisconsin
$205K -$76.6K -2,683 -28%
GPW
1413
Gray Private Wealth
Massachusetts
$204K +$198K +6,941 New
CWWM
1414
Clear Wave Wealth Management
New Jersey
$203K +$197K +6,910 New
WMN
1415
Wealth Management Nebraska
Nebraska
$203K -$242K -8,483 -55%
GWM
1416
Gilpin Wealth Management
Colorado
$203K +$197K +6,889 New
NA
1417
Note Advisors
New York
$203K +$197K +6,887 New
PMG
1418
Private Management Group
California
$203K +$197K +6,882 New
YWM
1419
Yukon Wealth Management
Kansas
$202K -$39.9K -1,398 -17%
RPA
1420
Rock Point Advisors
Vermont
$202K +$196K +6,872 New
VCP
1421
Verus Capital Partners
Arizona
$201K -$36.7K -1,286 -16%
CCT
1422
Capital City Trust
Florida
$201K -$49.6K -1,738 -20%
CIM
1423
Contravisory Investment Management
Massachusetts
$201K -$26.7K -935 -12%
ATC
1424
Argent Trust Co
Tennessee
$200K +$194K +6,810 New
SGFG
1425
Silver Grove Financial Group
New York
$193K +$25.7K +899 +16%
55 56
57
58 59