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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1451
Prestige Wealth Management Group
New Jersey
$56.5K – – –
GKIM
1452
GW&K Investment Management
Massachusetts
$54K -$2.96K -111 -5%
TFGT
1453
TS Financial Group (TSFG)
Illinois
$54K – – –
RBC
1454
Roble Belko & Company
Pennsylvania
$52K +$49.4K +1,848 +2,124%
CSB
1455
City State Bank
Iowa
$50.5K – – –
KCM
1456
Key Capital Management
Tennessee
$50.4K +$50K +1,872 New
LWM
1457
Lodestone Wealth Management
Washington
$50.4K +$50K +1,872 New
PP
1458
PFS Partners
New Jersey
$48K – – –
BF
1459
BOK Financial
Oklahoma
$47.5K – – –
HWM
1460
HighMark Wealth Management
Minnesota
$46.8K +$134 +5 +0.3%
MNA
1461
Manning & Napier Advisors
New York
$45.9K – – –
CWP
1462
Concord Wealth Partners
Virginia
$45.2K – – –
PCA
1463
Providence Capital Advisors
North Carolina
$42K – – –
RA
1464
Ransom Advisory
Rhode Island
$40.4K +$40.1K +1,500 New
GI
1465
GAMMA Investing
California
$39.8K – – –
AWA
1466
Acumen Wealth Advisors
Tennessee
$39.4K +$39.1K +1,465 New
MJRIC
1467
Mogy Joel R Investment Counsel
California
$38.9K – – –
WPA
1468
West Paces Advisors
Georgia
$37.8K – – –
DAM
1469
Delta Asset Management
Tennessee
$36.3K – – –
TFM
1470
TFC Financial Management
Massachusetts
$35.7K +$107 +4 +0.3%
PGAM
1471
Princeton Global Asset Management
New Jersey
$35.4K +$107 +4 +0.3%
BC
1472
Bulwark Capital
Florida
$35.2K -$92.5K -3,465 -73%
BWA
1473
Basecamp Wealth Advisors
Washington
$34.6K +$34.4K +1,287 New
VCM
1474
Versant Capital Management
Arizona
$34.3K +$107 +4 +0.3%
T
1475
Tidemark
California
$34.3K +$28.1K +1,053 +474%
57 58
59
60 61