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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1426
JDM Financial Group
Texas
$192K -$34.9K -1,223 -16%
DF
1427
Dunhill Financial
United Kingdom
$192K +$25.7K +901 +16%
AT
1428
Arlington Trust
Alabama
$191K – – –
RWM
1429
RMG Wealth Management
Wisconsin
$182K +$96.2K +3,369 +142%
IAIM
1430
International Assets Investment Management
Florida
$179K -$1.31K -46 -0.7%
TCOT
1431
Trust Company of Toledo
Ohio
$179K – – –
IFWM
1432
Institute for Wealth Management
Colorado
$179K +$173K +6,068 New
CMP
1433
Coston McIsaac & Partners
Maine
$174K – – –
TC
1434
Trust Company
Kansas
$172K +$657 +23 +0.4%
CPA
1435
Cardiff Park Advisors
California
$170K +$50.2K +1,757 +44%
OA
1436
Operose Advisors
Wisconsin
$169K – – –
CBT
1437
Crews Bank & Trust
Florida
$168K – – –
NG
1438
NWK Group
California
$165K -$18.6K -650 -10%
HWA
1439
Heritage Wealth Advisors
Virginia
$151K – – –
CFSG
1440
Community Financial Services Group
Vermont
$151K +$147K +5,136 New
TWIM
1441
TIAA Wealth Investment Management
New York
$150K +$95.1K +3,331 +185%
SWM
1442
SHP Wealth Management
Massachusetts
$148K -$21.4K -749 -13%
GCM
1443
Gables Capital Management
Florida
$148K – – –
GC
1444
Granville Capital
North Carolina
$146K -$38.5K -1,350 -21%
OW
1445
Olistico Wealth
Oklahoma
$144K – – –
HNW
1446
High Note Wealth
Minnesota
$144K +$44.7K +1,565 +47%
JWM
1447
JPL Wealth Management
Colorado
$136K – – –
CB
1448
Community Bank
New York
$133K – – –
GKIM
1449
GW&K Investment Management
Massachusetts
$132K +$70.6K +2,473 +122%
MP
1450
McDonald Partners
Ohio
$132K +$128K +4,475 New
56 57
58
59 60