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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1501
Kerr Financial Planning
California
$21.2K +$10.6K +398 +100%
HPWM
1502
High Point Wealth Management
New Jersey
$21.1K +$20.9K +784 New
NA
1503
Networth Advisors
Pennsylvania
$19.3K +$19.1K +716 New
TWM
1504
Topsail Wealth Management
North Carolina
$17K – – –
AWM
1505
Angeles Wealth Management
California
$16.9K – – –
HCM
1506
Horrell Capital Management
Arkansas
$16.3K – – –
AWM
1507
Aberdeen Wealth Management
Illinois
$16.1K – – –
GEA
1508
Glen Eagle Advisors
New Jersey
$16.1K +$16K +600 New
CSPIA
1509
Cary Street Partners Investment Advisory
Virginia
$16K – – –
PB
1510
Prosperity Bancshares
Texas
$15.7K +$15.5K +582 New
CCMW
1511
Cypress Capital Management (Wyoming)
Wyoming
$15.6K – – –
WA
1512
Whipplewood Advisors
Colorado
$15K -$774 -29 -5%
MPW
1513
MASECO Private Wealth
$13.8K +$13.7K +514 New
CWMS
1514
CFG Wealth Management Services
Indiana
$13.3K +$13.2K +495 New
HBW
1515
Hazlett, Burt & Watson
West Virginia
$13K – – –
CSC
1516
Caldwell Sutter Capital
California
$12.3K +$53 +2 +0.4%
MM
1517
Main Management
California
$12K – – –
PFA
1518
Pillar Financial Advisors
Kentucky
$11.9K – – –
GCM
1519
Gunpowder Capital Management
Maryland
$11.9K +$11.8K +441 New
MSFP
1520
Mark Sheptoff Financial Planning
Connecticut
$11.8K – – –
MCA
1521
Maryland Capital Advisors
Maryland
$11.2K – – –
RF
1522
Robinswood Financial
Washington
$10.4K – – –
KG
1523
Kilter Group
New York
$9.96K +$534 +20 +6%
QCG
1524
Quadrant Capital Group
Ohio
$8.72K – – –
TWC
1525
TD Waterhouse Canada
Ontario, Canada
$8.07K – – –
59 60
61
62 63