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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1426
Cardiff Park Advisors
California
$170K +$50.2K +1,757 +44%
OA
1427
Operose Advisors
Wisconsin
$169K – – –
CBT
1428
Crews Bank & Trust
Florida
$168K – – –
NG
1429
NWK Group
California
$165K -$18.6K -650 -10%
HWA
1430
Heritage Wealth Advisors
Virginia
$151K – – –
CFSG
1431
Community Financial Services Group
Vermont
$151K +$147K +5,136 New
TWIM
1432
TIAA Wealth Investment Management
New York
$150K +$95.1K +3,331 +185%
SWM
1433
SHP Wealth Management
Massachusetts
$148K -$21.4K -749 -13%
GCM
1434
Gables Capital Management
Florida
$148K – – –
GC
1435
Granville Capital
North Carolina
$146K -$38.5K -1,350 -21%
OW
1436
Olistico Wealth
Oklahoma
$144K – – –
HNW
1437
High Note Wealth
Minnesota
$144K +$44.7K +1,565 +47%
JWM
1438
JPL Wealth Management
Colorado
$136K – – –
CB
1439
Community Bank
New York
$133K – – –
GKIM
1440
GW&K Investment Management
Massachusetts
$132K +$70.6K +2,473 +122%
MP
1441
McDonald Partners
Ohio
$132K +$128K +4,475 New
AWM
1442
Activest Wealth Management
Florida
$128K – – –
FCAS
1443
First Command Advisory Services
Texas
$128K -$13.6K -477 -10%
HHGA
1444
Halbert Hargrove Global Advisors
California
$127K – – –
NB
1445
NBT Bank
New York
$122K -$417K -14,605 -78%
NSIM
1446
North Star Investment Management
Illinois
$119K +$286 +10 +0.2%
PWMA
1447
Pension & Wealth Management Advisors
Massachusetts
$115K +$314 +11 +0.3%
BC
1448
Burnham & Co
Michigan
$114K +$111K +3,889 New
MCA
1449
McGuire Capital Advisors
Oklahoma
$112K +$143 +5 +0.1%
KFAS
1450
Keating Financial Advisory Services
Kansas
$106K – – –
56 57
58
59 60