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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
1451
Arkos Global Advisors
Texas
$37K +$38.3K +1,428 New
WPA
1452
West Paces Advisors
Georgia
$36K – – –
SRCM
1453
Signature Resources Capital Management
California
$34.3K +$30K +1,118 +511%
TFM
1454
TFC Financial Management
Massachusetts
$34K – – –
PGAM
1455
Princeton Global Asset Management
New Jersey
$33.8K +$107 +4 +0.3%
BC
1456
Bulwark Capital
Florida
$33.5K – – –
BWA
1457
Basecamp Wealth Advisors
Washington
$33K – – –
VCM
1458
Versant Capital Management
Arizona
$32.8K +$107 +4 +0.3%
T
1459
Tidemark
California
$32.7K – – –
OCM
1460
Orion Capital Management
California
$31.1K – – –
LHEI
1461
Leo H. Evart Inc
California
$30.3K +$31.8K +1,184 New
PMIM
1462
Prudent Man Investment Management
Colorado
$30.3K – – –
TWD
1463
True Wealth Design
Ohio
$30.1K +$31.4K +1,172 New
SWP
1464
SIMA Wealth Partners
Virginia
$29.1K +$107 +4 +0.4%
DAM
1465
Delta Asset Management
Tennessee
$28.8K -$6.04K -225 -17%
SIM
1466
Synergy Investment Management
Florida
$28.6K +$30K +1,118 New
DPW
1467
DiNuzzo Private Wealth
Pennsylvania
$28K – – –
AEPWM
1468
Atlantic Edge Private Wealth Management
Florida
$26.9K – – –
AIC
1469
Archer Investment Corporation
Indiana
$26.9K +$80 +3 +0.3%
AF
1470
Align Financial
Minnesota
$25.8K -$629K -23,461 -96%
TFG
1471
Team Financial Group
California
$25.6K +$80 +3 +0.3%
KFI
1472
Key Financial Inc
Pennsylvania
$25.4K – – –
NRC
1473
New Republic Capital
North Carolina
$25.1K – – –
TWC
1474
TD Waterhouse Canada
Ontario, Canada
$23.2K +$16.1K +600 +200%
TFA
1475
Toth Financial Advisory
Virginia
$23.1K – – –
57 58
59
60 61