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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
176
Krilogy Financial
Missouri
$3.63M +$1.63M +151,830 +71%
MAS
177
Managed Account Services
Florida
$3.63M -$72.1K -6,720 -2%
SFWC
178
Strategic Family Wealth Counselors
New Jersey
$3.61M +$3.89M +362,814 New
SPI
179
Santori & Peters Inc
Pennsylvania
$3.6M +$304K +28,320 +8%
WA
180
WBH Advisory
Maryland
$3.59M +$931K +86,760 +32%
TLP
181
Trinity Legacy Partners
Texas
$3.59M +$3.87M +360,630 New
BAM
182
Belpointe Asset Management
Nevada
$3.58M -$529K -49,308 -12%
BC
183
Barnett & Company
Tennessee
$3.57M +$241K +22,440 +7%
ECG
184
Edge Capital Group
Georgia
$3.56M +$3.85M +358,290 New
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$3.74M +348,330 +6,838%
RBA
186
Richard Bernstein Advisors
New York
$3.51M +$285K +26,538 +8%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$3.5M +$21.3K +1,980 +0.6%
BC
188
Bartlett & Co
Ohio
$3.5M +$21.3K +1,980 +0.6%
COI
189
Capital One Investing
Virginia
$3.46M +$3.73M +347,646 New
GHA
190
GW Henssler & Associates
Georgia
$3.45M +$488K +45,492 +15%
BFPW
191
BOK Financial Private Wealth
Colorado
$3.41M +$28.3K +2,634 +0.8%
FWP
192
FAS Wealth Partners
Kansas
$3.38M +$16.4K +1,524 +0.5%
MA
193
MUFG Americas
New York
$3.35M +$1.29M +120,594 +56%
RJA
194
Raymond James & Associates
Florida
$3.31M +$1.5M +140,178 +73%
TA
195
Tiedemann Advisors
New York
$3.27M +$1.29M +120,414 +58%
SFS
196
Sowell Financial Services
Arkansas
$3.25M +$3.51M +326,844 New
CCA
197
Clearwater Capital Advisors
Illinois
$3.15M +$1.58M +146,844 +87%
BIA
198
Bigelow Investment Advisors
Maine
$3.14M +$31.7K +2,958 +0.9%
SAM
199
Sawgrass Asset Management
Florida
$3.14M – – –
MCM
200
Mitchell Capital Management
Kansas
$3.09M -$61K -5,688 -2%
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