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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1501
TOP Private Wealth
Connecticut
$42.1K +$40.9K +1,432 New
WPA
1502
West Paces Advisors
Georgia
$41.4K – – –
MSWM
1503
Mowery & Schoenfeld Wealth Management
Illinois
$39.4K +$38.2K +1,338 New
PGAM
1504
Princeton Global Asset Management
New Jersey
$38.9K +$86 +3 +0.2%
HFG
1505
Harborfront Financial Group
Michigan
$38.8K +$37.6K +1,318 New
BC
1506
Bulwark Capital
Florida
$38.4K – – –
BWA
1507
Basecamp Wealth Advisors
Washington
$37.9K – – –
T
1508
Tidemark
California
$37.5K – – –
OCM
1509
Orion Capital Management
California
$35.7K – – –
TWD
1510
True Wealth Design
Ohio
$34.5K – – –
SWP
1511
SIMA Wealth Partners
Virginia
$34.1K +$685 +24 +2%
DAM
1512
Delta Asset Management
Tennessee
$33.1K – – –
CW
1513
CrossGen Wealth
North Carolina
$32.7K +$31.7K +1,110 New
TWC
1514
TD Waterhouse Canada
Ontario, Canada
$32.6K +$6K +210 +23%
DPW
1515
DiNuzzo Private Wealth
Pennsylvania
$32.2K – – –
AIC
1516
Archer Investment Corporation
Indiana
$31K +$86 +3 +0.3%
AEPWM
1517
Atlantic Edge Private Wealth Management
Florida
$30.9K – – –
BWS
1518
Buck Wealth Strategies
Colorado
$30.6K +$29.7K +1,039 New
PMIM
1519
Prudent Man Investment Management
Colorado
$30.3K – – –
NRC
1520
New Republic Capital
North Carolina
$28.8K – – –
TFA
1521
Toth Financial Advisory
Virginia
$26.5K – – –
FDCDDQ
1522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K – – –
HPIA
1523
Hamilton Point Investment Advisors
North Carolina
$26.3K – – –
TCOV
1524
Trust Company of Vermont
Vermont
$26.3K +$25.5K +894 New
MIM
1525
Marshall Investment Management
Colorado
$26.1K – – –
59 60
61
62 63