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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1401
Gables Capital Management
Florida
$135K – – –
PPL
1402
Planning Project LLC
Texas
$134K +$133K +4,991 New
OW
1403
Olistico Wealth
Oklahoma
$132K +$131K +4,905 New
TC
1404
Trust Company
Kansas
$125K +$9.24K +346 +8%
CB
1405
Community Bank
New York
$121K – – –
AIP
1406
Alexis Investment Partners
Texas
$121K – – –
DI
1407
DAGCO Inc
Ohio
$121K – – –
SIS
1408
Sound Income Strategies
Florida
$121K – – –
SC
1409
Stephens Consulting
Michigan
$119K -$4.35K -163 -4%
AWM
1410
Activest Wealth Management
Florida
$117K +$116K +4,346 New
HHGA
1411
Halbert Hargrove Global Advisors
California
$116K – – –
MCA
1412
McGuire Capital Advisors
Oklahoma
$114K +$113K +4,242 New
IF
1413
Integrity Financial
Wyoming
$109K – – –
CPA
1414
Cardiff Park Advisors
California
$108K +$50.1K +1,875 +87%
NSIM
1415
North Star Investment Management
Illinois
$108K -$7.05K -264 -6%
PWMA
1416
Pension & Wealth Management Advisors
Massachusetts
$105K +$104K +3,890 New
RF
1417
Robbins Farley
New Hampshire
$101K -$67.2K -2,517 -40%
GWS
1418
Glassman Wealth Services
Virginia
$99.6K -$61.4K -2,299 -38%
KFAS
1419
Keating Financial Advisory Services
Kansas
$97.3K +$96.5K +3,615 New
TCM
1420
Triumph Capital Management
Colorado
$94.7K +$94K +3,518 New
RMP
1421
Richards, Merrill & Peterson
Washington
$94K -$11.3K -425 -11%
RP
1422
Rice Partnership
Hawaii
$92.9K -$92.5K -3,464 -50%
HPC
1423
HM Payson & Co
Maine
$90.6K +$19.7K +738 +28%
HNW
1424
High Note Wealth
Minnesota
$89.1K – – –
KFG
1425
Kingdom Financial Group
Arizona
$87.2K +$86.6K +3,241 New
55 56
57
58 59