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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
1476
Prudent Man Investment Management
Colorado
$30.3K – – –
DPW
1477
DiNuzzo Private Wealth
Pennsylvania
$29.4K – – –
OC
1478
Optima Capital
Oregon
$28.6K +$28.4K +1,062 New
AEPWM
1479
Atlantic Edge Private Wealth Management
Florida
$28.3K – – –
AIC
1480
Archer Investment Corporation
Indiana
$28.2K +$80 +3 +0.3%
LC
1481
Luminist Capital
Michigan
$26.9K – – –
TFG
1482
Team Financial Group
California
$26.8K +$80 +3 +0.3%
KFI
1483
Key Financial Inc
Pennsylvania
$26.7K – – –
NRC
1484
New Republic Capital
North Carolina
$26.3K – – –
IIM
1485
IFC & Insurance Marketing
California
$25K +$24.4K +913 New
AF
1486
Align Financial
Minnesota
$24.5K +$653K +24,466 New
TFA
1487
Toth Financial Advisory
Virginia
$24.3K -$35.8K -1,340 -60%
FDCDDQ
1488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K – – –
HPIA
1489
Hamilton Point Investment Advisors
North Carolina
$24.1K – – –
TCOV
1490
Trust Company of Vermont
Vermont
$24.1K – – –
PWMG
1491
Private Wealth Management Group
New Jersey
$23.8K -$14.3K -536 -38%
NWMP
1492
Noble Wealth Management PBC
Colorado
$23.3K – – –
VWA
1493
Valued Wealth Advisors
Utah
$22.8K – – –
PAG
1494
Paladin Advisory Group
Iowa
$22.2K – – –
WIM
1495
Westside Investment Management
California
$22.2K – – –
PIS
1496
POM Investment Strategies
North Carolina
$21.8K – – –
Q1WB
1497
Quest 10 Wealth Builders
Virginia
$21.5K +$21.3K +799 New
KFP
1498
Kerr Financial Planning
California
$21.2K +$10.6K +398 +100%
HPWM
1499
High Point Wealth Management
New Jersey
$21.1K +$20.9K +784 New
NA
1500
Networth Advisors
Pennsylvania
$19.3K +$19.1K +716 New
58 59
60
61 62