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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1426
SOA Wealth Advisors
New York
$54.4K +$56.9K +2,123 New
KCM
1427
Key Capital Management
Tennessee
$54.3K +$6.63K +247 +13%
PWMG
1428
Prestige Wealth Management Group
New Jersey
$53.8K – – –
TCM
1429
Triumph Capital Management
Colorado
$52.1K -$39.8K -1,485 -42%
GKIM
1430
GW&K Investment Management
Massachusetts
$52K – – –
TFGT
1431
TS Financial Group (TSFG)
Illinois
$52K – – –
RBC
1432
Roble Belko & Company
Pennsylvania
$50K +$349 +13 +0.7%
DCM
1433
Davis Capital Management
Florida
$48.9K -$11.2K -417 -18%
GWS
1434
Glassman Wealth Services
Virginia
$48.3K -$48.8K -1,818 -49%
CSB
1435
City State Bank
Iowa
$48.2K – – –
LWM
1436
Lodestone Wealth Management
Washington
$48K – – –
PP
1437
PFS Partners
New Jersey
$45.8K – – –
BF
1438
BOK Financial
Oklahoma
$45.2K – – –
TWM
1439
TopTier Wealth Management
Wisconsin
$45.1K +$47.2K +1,758 New
TWIM
1440
TIAA Wealth Investment Management
New York
$45K +$48.4K +1,805 New
EA
1441
Evergreen Advisors
Tennessee
$45K +$47K +1,753 New
SS
1442
Sunbelt Securities
Texas
$44.8K -$9.44K -352 -17%
HWM
1443
HighMark Wealth Management
Minnesota
$44.7K +$161 +6 +0.3%
VWA
1444
Valued Wealth Advisors
Utah
$43.7K +$23K +858 +101%
MNA
1445
Manning & Napier Advisors
New York
$43.4K – – –
MWM
1446
Magnolia Wealth Management
Alabama
$41.6K +$43.5K +1,623 New
PCA
1447
Providence Capital Advisors
North Carolina
$40K – – –
GI
1448
GAMMA Investing
California
$38K – – –
AWA
1449
Acumen Wealth Advisors
Tennessee
$37.4K -$188 -7 -0.5%
MJRIC
1450
Mogy Joel R Investment Counsel
California
$37K – – –
56 57
58
59 60