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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1476
Versant Capital Management
Arizona
$76.3K +$37.5K +1,313 +103%
APW
1477
Atlantic Private Wealth
North Carolina
$75.8K – – –
FGC
1478
Financial Gravity Companies
Texas
$75.3K +$73K +2,557 New
HIA
1479
Harbor Investment Advisory
Maryland
$75.1K – – –
BF
1480
BOK Financial
Oklahoma
$74.9K +$22.3K +780 +44%
GF
1481
GGM Financials
Ohio
$74.1K +$71.9K +2,518 New
FFA
1482
Frazier Financial Advisors
Ohio
$71.5K +$171 +6 +0.2%
TWM
1483
Topsail Wealth Management
North Carolina
$71K +$50.9K +1,784 +283%
HI
1484
Hoey Investments
Pennsylvania
$70.3K -$1.28K -45 -2%
BL
1485
Balentine LLC
Georgia
$69.1K – – –
KFI
1486
Key Financial Inc
Pennsylvania
$69.1K +$38.7K +1,356 +137%
SWIM
1487
Smallwood Wealth Investment Management
New Jersey
$63.4K -$571 -20 -0.9%
GJIA
1488
Glass Jacobson Investment Advisors
Maryland
$63K +$114 +4 +0.2%
FP
1489
Financial Perspectives
Minnesota
$63K +$143 +5 +0.2%
SIM
1490
Synergy Investment Management
Florida
$62.4K +$29.9K +1,048 +94%
PWMG
1491
Prestige Wealth Management Group
New Jersey
$61.8K – – –
TFGT
1492
TS Financial Group (TSFG)
Illinois
$60K – – –
RFA
1493
Register Financial Advisors
Georgia
$58.5K +$56.8K +1,989 New
SIS
1494
Strategic Investment Solutions
Illinois
$57.6K -$11K -385 -16%
RBC
1495
Roble Belko & Company
Pennsylvania
$57K +$143 +5 +0.3%
DCM
1496
Davis Capital Management
Florida
$56.2K – – –
ABWM
1497
Alpine Bank Wealth Management
Colorado
$55.7K +$54K +1,892 New
GWS
1498
Glassman Wealth Services
Virginia
$55.4K – – –
CSB
1499
City State Bank
Iowa
$55.3K – – –
LWM
1500
Lodestone Wealth Management
Washington
$55.1K – – –
58 59
60
61 62